CPA
Capital Performance Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
9,409
+460
| +5% | +$62.1K | 0.25% | 54 |
|
|
2025
Q1 | $1.09M | Buy |
8,949
+910
| +11% | +$111K | 0.24% | 56 |
|
|
2024
Q4 | $1.03M | Buy |
8,039
+5,597
| +229% | +$720K | 0.33% | 34 |
|
|
2024
Q3 | $307K | Buy |
2,442
+518
| +27% | +$65.1K | 0.09% | 77 |
|
|
2024
Q2 | $229K | Buy |
1,924
+119
| +7% | +$14.1K | 0.09% | 80 |
|
|
2024
Q1 | $208K | Buy |
+1,805
| New | +$208K | 0.08% | 79 |
|
|
2022
Q2 | – | Sell |
-2,049
| Closed | -$207K | – | 55 |
|
|
2022
Q1 | $207K | Buy |
+2,049
| New | +$207K | 0.12% | 49 |
|