Calton & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $908K | Buy |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $19.7M | Sell |
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|
2021
Q2 | $33.4M | Sell |
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|
2021
Q1 | $31.8M | Buy |
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|
2020
Q4 | $28.4M | Buy |
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|
2020
Q3 | $14.7M | Buy |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $5.88M | Buy |
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