Capital Planning 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 | $854K | Hold |
6,327
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $772K | Hold |
6,327
| – | – | 0.12% | 84 |
|
|
2024
Q4 | $814K | Hold |
6,327
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $795K | Hold |
6,327
| – | – | 0.12% | 83 |
|
|
2024
Q2 | $752K | Hold |
6,327
| – | – | 0.13% | 81 |
|
|
2024
Q1 | $730K | Hold |
6,327
| – | – | 0.13% | 82 |
|
|
2023
Q4 | $666K | Buy |
+6,327
| New | +$666K | 0.13% | 85 |
|