Caldwell Sutter Capital’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 | $28.2K | Hold |
209
| – | – | 0.01% | 421 |
|
|
2025
Q1 | $25.5K | Hold |
209
| – | – | 0.01% | 434 |
|
|
2024
Q4 | $26.9K | Hold |
209
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $26.3K | Sell |
209
-121
| -37% | -$15.2K | 0.01% | 447 |
|
|
2024
Q2 | $39.2K | Sell |
330
-130
| -28% | -$15.4K | 0.02% | 389 |
|
|
2024
Q1 | $53K | Hold |
460
| – | – | 0.03% | 342 |
|
|
2023
Q4 | $48.4K | Hold |
460
| – | – | 0.02% | 338 |
|
|
2023
Q3 | $43.3K | Hold |
460
| – | – | 0.02% | 337 |
|
|
2023
Q2 | $45K | Buy |
+460
| New | +$45K | 0.02% | 333 |
|