Cape Investment Advisory’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
Q3 | $44.3K | Sell |
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|
2025
Q2 | $55.6K | Buy |
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|
2025
Q1 | $33.5K | Buy |
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|
2024
Q4 | $34.3K | Hold |
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|
2024
Q3 | $33.4K | Buy |
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|
2024
Q2 | $31.5K | Sell |
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|
2024
Q1 | $97.6K | Buy |
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|
2023
Q4 | $89K | Buy |
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|
2023
Q3 | $19.4K | Sell |
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|
2023
Q2 | $41.4K | Buy |
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|
2023
Q1 | $28.5K | Buy |
|