Centurion Wealth Management’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 | $382K | Buy |
2,825
+93
| +3% | +$12.6K | 0.11% | 151 |
|
|
2025
Q1 | $351K | Hold |
2,732
| – | – | 0.11% | 136 |
|
|
2024
Q4 | $351K | Sell |
2,732
-85
| -3% | -$10.9K | 0.11% | 136 |
|
|
2024
Q3 | $354K | Buy |
+2,817
| New | +$354K | 0.11% | 134 |
|
|
2024
Q1 | $332K | Sell |
2,875
-4,869
| -63% | -$561K | 0.13% | 113 |
|
|
2023
Q4 | $815K | Buy |
7,744
+11
| +0.1% | +$1.16K | 0.35% | 53 |
|
|
2023
Q3 | $728K | Sell |
7,733
-14,308
| -65% | -$1.35M | 0.36% | 53 |
|
|
2023
Q2 | $2.16M | Buy |
22,041
+48
| +0.2% | +$4.7K | 1.04% | 23 |
|
|
2023
Q1 | $1.99M | Sell |
21,993
-41,425
| -65% | -$3.75M | 1.01% | 25 |
|
|
2022
Q4 | $5.38M | Buy |
+63,418
| New | +$5.38M | 3.03% | 7 |
|