Callan Family Office’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 | $14M | Buy |
103,338
+36,097
| +54% | +$4.87M | 0.44% | 45 |
|
|
2025
Q1 | $8.2M | Buy |
67,241
+23,438
| +54% | +$2.86M | 0.62% | 29 |
|
|
2024
Q4 | $5.63M | Buy |
43,803
+18,163
| +71% | +$2.34M | 0.36% | 50 |
|
|
2024
Q3 | $3.22M | Buy |
25,640
+1,065
| +4% | +$134K | 0.54% | 36 |
|
|
2024
Q2 | $2.92M | Buy |
24,575
+1,025
| +4% | +$122K | 0.56% | 34 |
|
|
2024
Q1 | $2.72M | Buy |
23,550
+3,881
| +20% | +$447K | 0.64% | 28 |
|
|
2023
Q4 | $2.07M | Sell |
19,669
-871
| -4% | -$91.7K | 0.51% | 31 |
|
|
2023
Q3 | $1.93M | Buy |
20,540
+2,655
| +15% | +$250K | 0.52% | 31 |
|
|
2023
Q2 | $1.75M | Buy |
17,885
+2,695
| +18% | +$264K | 0.46% | 33 |
|
|
2023
Q1 | $1.38M | Sell |
15,190
-145
| -0.9% | -$13.1K | 0.33% | 44 |
|
|
2022
Q4 | $1.3M | Buy |
+15,335
| New | +$1.3M | 0.42% | 32 |
|