Cardinal Strategic Wealth Guidance’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 | $11.9K | Hold |
88
| – | – | ﹤0.01% | 60 |
|
|
2025
Q1 | $10.7K | Hold |
88
| – | – | ﹤0.01% | 61 |
|
|
2024
Q4 | $11.3K | Buy |
+88
| New | +$11.3K | ﹤0.01% | 77 |
|
|
2023
Q4 | – | Sell |
-153
| Closed | -$14.4K | – | 81 |
|
|
2023
Q3 | $14.4K | Buy |
153
+124
| +428% | +$11.7K | 0.01% | 78 |
|
|
2023
Q2 | $2.84K | Hold |
29
| – | – | ﹤0.01% | 76 |
|
|
2023
Q1 | $2.63K | Hold |
29
| – | – | ﹤0.01% | 80 |
|
|
2022
Q4 | $2.46K | Buy |
29
+4
| +16% | +$339 | ﹤0.01% | 82 |
|
|
2022
Q3 | $2K | Buy |
25
+6
| +32% | +$480 | ﹤0.01% | 77 |
|
|
2022
Q2 | $2K | Buy |
19
+7
| +58% | +$737 | ﹤0.01% | 89 |
|
|
2022
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 90 |
|