Capital Investment Advisors’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 | $1.28M | Buy |
9,489
+947
| +11% | +$128K | 0.02% | 291 |
|
|
2025
Q1 | $1.04M | Buy |
8,542
+1,177
| +16% | +$144K | 0.02% | 309 |
|
|
2024
Q4 | $947K | Buy |
7,365
+2,079
| +39% | +$267K | 0.02% | 316 |
|
|
2024
Q3 | $664K | Buy |
5,286
+267
| +5% | +$33.5K | 0.01% | 365 |
|
|
2024
Q2 | $596K | Sell |
5,019
-708
| -12% | -$84.1K | 0.01% | 369 |
|
|
2024
Q1 | $660K | Buy |
5,727
+1,444
| +34% | +$166K | 0.02% | 351 |
|
|
2023
Q4 | $451K | Buy |
+4,283
| New | +$451K | 0.01% | 396 |
|