Bordeaux Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Hold |
15,434
| – | – | 0.27% | 41 |
|
|
2025
Q1 | $1.88M | Sell |
15,434
-5,203
| -25% | -$635K | 0.35% | 40 |
|
|
2024
Q4 | $2.65M | Sell |
20,637
-16,240
| -44% | -$2.09M | 0.43% | 33 |
|
|
2024
Q3 | $4.63M | Buy |
36,877
+5,203
| +16% | +$654K | 0.84% | 24 |
|
|
2024
Q2 | $3.76M | Hold |
31,674
| – | – | 0.72% | 25 |
|
|
2024
Q1 | $3.65M | Hold |
31,674
| – | – | 1.21% | 14 |
|
|
2023
Q4 | $3.33M | Hold |
31,674
| – | – | 1.13% | 14 |
|
|
2023
Q3 | $2.98M | Hold |
31,674
| – | – | 1.21% | 17 |
|
|
2023
Q2 | $3.1M | Hold |
31,674
| – | – | 1.27% | 16 |
|
|
2023
Q1 | $2.87M | Hold |
31,674
| – | – | 1.48% | 14 |
|
|
2022
Q4 | $2.69M | Sell |
31,674
-96
| -0.3% | -$8.14K | 1.47% | 16 |
|
|
2022
Q3 | $2.53M | Hold |
31,770
| – | – | 1.59% | 13 |
|
|
2022
Q2 | $2.66M | Buy |
31,770
+96
| +0.3% | +$8.04K | 1.83% | 13 |
|
|
2022
Q1 | $3.2M | Hold |
31,674
| – | – | 1.72% | 14 |
|
|
2021
Q4 | $3.39M | Hold |
31,674
| – | – | 1.56% | 17 |
|
|
2021
Q3 | $3.12M | Hold |
31,674
| – | – | 1.77% | 17 |
|
|
2021
Q2 | $3.13M | Hold |
31,674
| – | – | 1.8% | 14 |
|
|
2021
Q1 | $2.9M | Hold |
31,674
| – | – | 2.01% | 12 |
|
|
2020
Q4 | $2.73M | Buy |
+31,674
| New | +$2.73M | 2.05% | 10 |
|