Capital Planning’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
Q3 | $6.56M | Buy |
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|
2025
Q2 | $5.94M | Sell |
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|
2025
Q1 | $5.41M | Sell |
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|
2024
Q4 | $6.36M | Sell |
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|
2024
Q3 | $6.32M | Sell |
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|
2024
Q2 | $6M | Buy |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $4.56M | Buy |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.42M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $958K | Buy |
|