Bouvel Investment Partners’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 | $1.27M | Buy |
9,420
+1,710
| +22% | +$231K | 0.43% | 60 |
|
|
2025
Q1 | $969K | Buy |
7,710
+580
| +8% | +$72.9K | 0.36% | 65 |
|
|
2024
Q4 | $917K | Sell |
7,130
-580
| -8% | -$74.6K | 0.33% | 68 |
|
|
2024
Q3 | $969K | Sell |
7,710
-351
| -4% | -$44.1K | 0.36% | 65 |
|
|
2024
Q2 | $957K | Sell |
8,061
-185
| -2% | -$22K | 0.37% | 65 |
|
|
2024
Q1 | $951K | Sell |
8,246
-11
| -0.1% | -$1.27K | 0.41% | 65 |
|
|
2023
Q4 | $869K | Sell |
8,257
-16
| -0.2% | -$1.68K | 0.41% | 69 |
|
|
2023
Q3 | $779K | Buy |
8,273
+1,195
| +17% | +$113K | 0.42% | 67 |
|
|
2023
Q2 | $693K | Sell |
7,078
-190
| -3% | -$18.6K | 0.38% | 66 |
|
|
2023
Q1 | $658K | Sell |
7,268
-334
| -4% | -$30.2K | 0.38% | 64 |
|
|
2022
Q4 | $645K | Buy |
7,602
+318
| +4% | +$27K | 0.42% | 61 |
|
|
2022
Q3 | $579K | Buy |
7,284
+1,146
| +19% | +$91.1K | 0.39% | 63 |
|
|
2022
Q2 | $514K | Buy |
6,138
+159
| +3% | +$13.3K | 0.39% | 59 |
|
|
2022
Q1 | $604K | Sell |
5,979
-401
| -6% | -$40.5K | 0.37% | 61 |
|
|
2021
Q4 | $683K | Buy |
6,380
+45
| +0.7% | +$4.82K | 0.38% | 62 |
|
|
2021
Q3 | $623K | Sell |
6,335
-104
| -2% | -$10.2K | 0.35% | 63 |
|
|
2021
Q2 | $636K | Buy |
6,439
+39
| +0.6% | +$3.85K | 0.36% | 61 |
|
|
2021
Q1 | $586K | Sell |
6,400
-1,042
| -14% | -$95.4K | 0.38% | 60 |
|
|
2020
Q4 | $642K | Buy |
+7,442
| New | +$642K | 0.46% | 59 |
|