Bristlecone Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
4,515
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $551K | Hold |
4,515
| – | – | 0.05% | 187 |
|
|
2024
Q4 | $581K | Hold |
4,515
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $567K | Buy |
4,515
+1,477
| +49% | +$186K | 0.05% | 178 |
|
|
2024
Q2 | $361K | Hold |
3,038
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $350K | Hold |
3,038
| – | – | 0.03% | 214 |
|
|
2023
Q4 | $320K | Buy |
+3,038
| New | +$320K | 0.03% | 221 |
|
|
2023
Q3 | – | Sell |
-1,195
| Closed | -$117K | – | 268 |
|
|
2023
Q2 | $117K | Hold |
1,195
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $108K | Buy |
+1,195
| New | +$108K | 0.01% | 277 |
|