Cascade Financial Partners’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 | $2.63M | Buy |
19,471
+12
| +0.1% | +$1.62K | 0.32% | 63 |
|
|
2025
Q1 | $2.37M | Hold |
19,459
| – | – | 0.3% | 66 |
|
|
2024
Q4 | $2.5M | Buy |
19,459
+657
| +3% | +$84.5K | 0.33% | 58 |
|
|
2024
Q3 | $2.4M | Sell |
18,802
-323
| -2% | -$41.2K | 0.3% | 59 |
|
|
2024
Q2 | $2.27M | Sell |
19,125
-15
| -0.1% | -$1.78K | 0.3% | 59 |
|
|
2024
Q1 | $2.15M | Buy |
+19,140
| New | +$2.15M | 0.31% | 56 |
|