Cardiff Park 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 | $2.25M | Buy |
16,694
+44
| +0.3% | +$5.94K | 0.19% | 64 |
|
2025
Q1 | $2.03M | Buy |
16,650
+43
| +0.3% | +$5.25K | 0.2% | 64 |
|
2024
Q4 | $2.14M | Sell |
16,607
-28
| -0.2% | -$3.6K | 0.2% | 61 |
|
2024
Q3 | $2.09M | Buy |
16,635
+154
| +0.9% | +$19.3K | 0.19% | 61 |
|
2024
Q2 | $1.96M | Buy |
16,481
+41
| +0.2% | +$4.87K | 0.19% | 66 |
|
2024
Q1 | $1.9M | Buy |
16,440
+28
| +0.2% | +$3.23K | 0.18% | 69 |
|
2023
Q4 | $1.73M | Buy |
16,412
+1,424
| +10% | +$150K | 0.19% | 64 |
|
2023
Q3 | $1.41M | Sell |
14,988
-4,872
| -25% | -$459K | 0.18% | 64 |
|
2023
Q2 | $1.94M | Sell |
19,860
-15
| -0.1% | -$1.47K | 0.24% | 56 |
|
2023
Q1 | $1.8M | Buy |
19,875
+1,374
| +7% | +$124K | 0.24% | 57 |
|
2022
Q4 | $1.57M | Sell |
18,501
-21,400
| -54% | -$1.81M | 0.22% | 61 |
|
2022
Q3 | $3.17M | Buy |
39,901
+333
| +0.8% | +$26.5K | 0.5% | 36 |
|
2022
Q2 | $3.32M | Buy |
39,568
+39,368
| +19,684% | +$3.3M | 0.5% | 37 |
|
2022
Q1 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 294 |
|