Capital Advisors Inc’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 | $717K | Buy |
5,310
+3
| +0.1% | +$405 | 0.01% | 173 |
|
|
2025
Q1 | $647K | Buy |
5,307
+3
| +0.1% | +$366 | 0.01% | 173 |
|
|
2024
Q4 | $682K | Buy |
5,304
+4
| +0.1% | +$514 | 0.01% | 172 |
|
|
2024
Q3 | $666K | Sell |
5,300
-996
| -16% | -$125K | 0.01% | 174 |
|
|
2024
Q2 | $748K | Buy |
6,296
+1,002
| +19% | +$119K | 0.02% | 164 |
|
|
2024
Q1 | $610K | Buy |
+5,294
| New | +$610K | 0.01% | 182 |
|