Buttonwood Financial 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 | $2.89M | Sell |
21,413
-55
| -0.3% | -$7.43K | 1.16% | 25 |
|
|
2025
Q1 | $2.62M | Sell |
21,468
-415
| -2% | -$50.6K | 1.15% | 25 |
|
|
2024
Q4 | $2.81M | Sell |
21,883
-951
| -4% | -$122K | 1.24% | 25 |
|
|
2024
Q3 | $2.87M | Buy |
22,834
+151
| +0.7% | +$19K | 1.25% | 24 |
|
|
2024
Q2 | $2.69M | Sell |
22,683
-268
| -1% | -$31.8K | 1.27% | 24 |
|
|
2024
Q1 | $2.65M | Sell |
22,951
-305
| -1% | -$35.2K | 1.24% | 26 |
|
|
2023
Q4 | $2.45M | Sell |
23,256
-1,348
| -5% | -$142K | 1.33% | 23 |
|
|
2023
Q3 | $2.32M | Buy |
24,604
+5,716
| +30% | +$538K | 1.47% | 20 |
|
|
2023
Q2 | $1.85M | Buy |
+18,888
| New | +$1.85M | 1.16% | 25 |
|