Carr Financial Group’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 | $3.95M | Buy |
29,215
+910
| +3% | +$123K | 1.16% | 19 |
|
|
2025
Q1 | $3.45M | Sell |
28,305
-231
| -0.8% | -$28.2K | 1.13% | 19 |
|
|
2024
Q4 | $3.67M | Buy |
28,536
+70
| +0.2% | +$9K | 1.14% | 18 |
|
|
2024
Q3 | $3.58M | Buy |
28,466
+4,411
| +18% | +$554K | 1.05% | 17 |
|
|
2024
Q2 | $2.86M | Buy |
24,055
+443
| +2% | +$52.6K | 0.91% | 25 |
|
|
2024
Q1 | $2.72M | Sell |
23,612
-1,940
| -8% | -$224K | 0.91% | 27 |
|
|
2023
Q4 | $2.69M | Buy |
25,552
+125
| +0.5% | +$13.2K | 0.99% | 19 |
|
|
2023
Q3 | $2.43M | Sell |
25,427
-1,552
| -6% | -$148K | 0.96% | 23 |
|
|
2023
Q2 | $2.64M | Buy |
26,979
+378
| +1% | +$37K | 1.05% | 19 |
|
|
2023
Q1 | $2.41M | Buy |
26,601
+3,686
| +16% | +$334K | 1.06% | 20 |
|
|
2022
Q4 | $1.94M | Buy |
+22,915
| New | +$1.94M | 1.02% | 22 |
|