Capasso Planning Partners’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 | – | Sell |
-2,896
| Closed | -$353K | – | 92 |
|
|
2025
Q1 | $353K | Buy |
2,896
+360
| +14% | +$43.9K | 0.15% | 81 |
|
|
2024
Q4 | $326K | Sell |
2,536
-3,285
| -56% | -$422K | 0.13% | 86 |
|
|
2024
Q3 | $731K | Buy |
5,821
+1,831
| +46% | +$230K | 0.22% | 77 |
|
|
2024
Q2 | $474K | Sell |
3,990
-79
| -2% | -$9.38K | 0.15% | 91 |
|
|
2024
Q1 | $469K | Buy |
4,069
+89
| +2% | +$10.3K | 0.19% | 66 |
|
|
2023
Q4 | $419K | Buy |
3,980
+1,739
| +78% | +$183K | 0.2% | 66 |
|
|
2023
Q3 | $211K | Buy |
+2,241
| New | +$211K | 0.11% | 92 |
|