CAPTRUST Financial Advisors’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 | $38.3M | Buy |
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|
2025
Q1 | $34.1M | Buy |
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|
2024
Q4 | $35M | Sell |
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|
2024
Q3 | $34.3M | Sell |
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|
2024
Q2 | $34.4M | Sell |
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|
2024
Q1 | $33.4M | Sell |
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|
2023
Q4 | $31.5M | Buy |
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|
2023
Q3 | $25M | Sell |
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|
2023
Q2 | $26.7M | Sell |
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|
2023
Q1 | $30.1M | Sell |
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|
2022
Q4 | $41.7M | Buy |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $15.3M | Sell |
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|
2022
Q1 | $18.7M | Buy |
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|
2021
Q4 | $11.3M | Sell |
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|
2021
Q3 | $10.8M | Sell |
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|
2021
Q2 | $14.1M | Buy |
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|
2021
Q1 | $6.46M | Buy |
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|
2020
Q4 | $895K | Buy |
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|
2020
Q3 | $429K | Buy |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $103K | Hold |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $93K | Buy |
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|
2018
Q2 | $72K | Sell |
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|
2018
Q1 | $71K | Sell |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $76K | Buy |
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|
2017
Q2 | $42K | Buy |
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