Cahill 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 | $1.34M | Buy |
9,920
+65
| +0.7% | +$8.78K | 0.17% | 91 |
|
|
2025
Q1 | $1.2M | Sell |
9,855
-495
| -5% | -$60.4K | 0.16% | 98 |
|
|
2024
Q4 | $1.33M | Sell |
10,350
-22
| -0.2% | -$2.83K | 0.18% | 93 |
|
|
2024
Q3 | $1.3M | Buy |
10,372
+13
| +0.1% | +$1.63K | 0.18% | 90 |
|
|
2024
Q2 | $1.23M | Buy |
10,359
+11
| +0.1% | +$1.31K | 0.17% | 104 |
|
|
2024
Q1 | $1.19M | Buy |
10,348
+229
| +2% | +$26.4K | 0.16% | 108 |
|
|
2023
Q4 | $1.06M | Sell |
10,119
-128
| -1% | -$13.5K | 0.16% | 114 |
|
|
2023
Q3 | $965K | Buy |
10,247
+1,218
| +13% | +$115K | 0.16% | 120 |
|
|
2023
Q2 | $883K | Sell |
9,029
-39
| -0.4% | -$3.82K | 0.14% | 123 |
|
|
2023
Q1 | $821K | Sell |
9,068
-27
| -0.3% | -$2.45K | 0.15% | 127 |
|
|
2022
Q4 | $771K | Buy |
9,095
+17
| +0.2% | +$1.44K | 0.15% | 130 |
|
|
2022
Q3 | $722K | Sell |
9,078
-51
| -0.6% | -$4.06K | 0.15% | 130 |
|
|
2022
Q2 | $765K | Sell |
9,129
-191
| -2% | -$16K | 0.16% | 122 |
|
|
2022
Q1 | $941K | Sell |
9,320
-1,462
| -14% | -$148K | 0.18% | 114 |
|
|
2021
Q4 | $1.15M | Sell |
10,782
-1,033
| -9% | -$110K | 0.22% | 98 |
|
|
2021
Q3 | $1.16M | Buy |
11,815
+18
| +0.2% | +$1.77K | 0.24% | 95 |
|
|
2021
Q2 | $1.17M | Sell |
11,797
-794
| -6% | -$78.4K | 0.26% | 86 |
|
|
2021
Q1 | $1.15M | Sell |
12,591
-71
| -0.6% | -$6.5K | 0.28% | 80 |
|
|
2020
Q4 | $1.09M | Sell |
12,662
-21
| -0.2% | -$1.81K | 0.28% | 77 |
|
|
2020
Q3 | $957K | Sell |
12,683
-368
| -3% | -$27.8K | 0.34% | 67 |
|
|
2020
Q2 | $907K | Sell |
13,051
-3,535
| -21% | -$246K | 0.35% | 70 |
|
|
2020
Q1 | $949K | Sell |
16,586
-2,450
| -13% | -$140K | 0.44% | 59 |
|
|
2019
Q4 | $1.38M | Sell |
19,036
-3,616
| -16% | -$263K | 0.5% | 53 |
|
|
2019
Q3 | $1.52M | Buy |
22,652
+74
| +0.3% | +$4.97K | 0.59% | 53 |
|
|
2019
Q2 | $1.51M | Sell |
22,578
-220
| -1% | -$14.7K | 0.6% | 49 |
|
|
2019
Q1 | $1.47M | Sell |
22,798
-2,511
| -10% | -$162K | 0.61% | 50 |
|
|
2018
Q4 | $1.44M | Buy |
25,309
+127
| +0.5% | +$7.21K | 0.72% | 41 |
|
|
2018
Q3 | $1.68M | Buy |
25,182
+364
| +1% | +$24.3K | 0.74% | 38 |
|
|
2018
Q2 | $1.55M | Sell |
24,818
-45
| -0.2% | -$2.81K | 0.72% | 41 |
|
|
2018
Q1 | $1.5M | Sell |
24,863
-358
| -1% | -$21.7K | 0.72% | 41 |
|
|
2017
Q4 | $1.54M | Sell |
25,221
-1,439
| -5% | -$88K | 0.77% | 37 |
|
|
2017
Q3 | $1.54M | Sell |
26,660
-576
| -2% | -$33.2K | 0.81% | 36 |
|
|
2017
Q2 | $1.51M | Sell |
27,236
-911
| -3% | -$50.5K | 0.84% | 35 |
|
|
2017
Q1 | $1.52M | Sell |
28,147
-399
| -1% | -$21.6K | 0.88% | 34 |
|
|
2016
Q4 | $1.47M | Buy |
28,546
+2,110
| +8% | +$108K | 0.89% | 34 |
|
|
2016
Q3 | $1.31M | Buy |
26,436
+602
| +2% | +$29.8K | 0.85% | 37 |
|
|
2016
Q2 | $1.23M | Buy |
25,834
+120
| +0.5% | +$5.72K | 0.86% | 35 |
|
|
2016
Q1 | $1.2M | Sell |
25,714
-486
| -2% | -$22.7K | 0.9% | 35 |
|
|
2015
Q4 | $1.22M | Buy |
26,200
+902
| +4% | +$41.9K | 0.99% | 30 |
|
|
2015
Q3 | $1.11M | Buy |
25,298
+1,996
| +9% | +$87.5K | 0.9% | 35 |
|
|
2015
Q2 | $1.1M | Sell |
23,302
-694
| -3% | -$32.8K | 0.82% | 36 |
|
|
2015
Q1 | $1.14M | Buy |
23,996
+3,240
| +16% | +$154K | 0.87% | 34 |
|
|
2014
Q4 | $976K | Buy |
20,756
+1,864
| +10% | +$87.7K | 0.75% | 38 |
|
|
2014
Q3 | $849K | Buy |
18,892
+616
| +3% | +$27.7K | 0.68% | 43 |
|
|
2014
Q2 | $820K | Buy |
18,276
+2,740
| +18% | +$123K | 0.64% | 42 |
|
|
2014
Q1 | $454K | Buy |
15,536
+1,998
| +15% | +$58.4K | 0.39% | 59 |
|
|
2013
Q4 | $573K | Buy |
+13,538
| New | +$573K | 0.5% | 53 |
|