CP
Castleview Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-641
| Closed | -$82.3K | – | 368 |
|
|
2024
Q4 | $82.3K | Hold |
641
| – | – | 0.04% | 275 |
|
|
2024
Q3 | $80.5K | Hold |
641
| – | – | 0.05% | 257 |
|
|
2024
Q2 | $76.1K | Sell |
641
-25
| -4% | -$2.97K | 0.04% | 266 |
|
|
2024
Q1 | $76.8K | Buy |
666
+36
| +6% | +$4.15K | 0.04% | 292 |
|
|
2023
Q4 | $66.3K | Buy |
+630
| New | +$66.3K | 0.05% | 254 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1.41K | – | 683 |
|
|
2022
Q2 | $1.41K | Sell |
12
-508
| -98% | -$59.8K | ﹤0.01% | 660 |
|
|
2022
Q1 | $52K | Sell |
520
-48,690
| -99% | -$4.87M | 0.03% | 341 |
|
|
2021
Q4 | $460 | Buy |
+49,210
| New | +$460 | ﹤0.01% | 537 |
|
|
2021
Q2 | $24K | Buy |
+243
| New | +$24K | 0.01% | 525 |
|