Capital Advisors Ltd’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 | $5.3M | Buy |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $4.66M | Buy |
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|
2024
Q2 | $4.41M | Sell |
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|
2024
Q1 | $4.28M | Buy |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $3.65M | Hold |
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|
2023
Q2 | $3.79M | Sell |
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $3.4M | Buy |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $2.93M | Sell |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $2.45M | Buy |
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|
2020
Q2 | $2.25M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.84M | Hold |
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|
2019
Q2 | $1.82M | Sell |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.72M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $995K | Hold |
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|
2018
Q1 | $962K | Sell |
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|
2017
Q4 | $977K | Sell |
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|
2017
Q3 | $991K | Hold |
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|
2017
Q2 | $953K | Hold |
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|
2017
Q1 | $929K | Hold |
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|
2016
Q4 | $882K | Sell |
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|
2016
Q3 | $887K | Sell |
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|
2016
Q2 | $853K | Sell |
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|
2016
Q1 | $839K | Hold |
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|
2015
Q4 | $834K | Hold |
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|
2015
Q3 | $787K | Sell |
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|
2015
Q2 | $887K | Buy |
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|
2015
Q1 | $883K | Sell |
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|
2014
Q4 | $877K | Buy |
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|
2014
Q3 | $825K | Buy |
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|
2014
Q2 | $825K | Sell |
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|
2014
Q1 | $791K | Buy |
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|
2013
Q4 | $765K | Buy |
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