CD
Chapin Davis’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
Q2 | $672K | Buy |
4,978
+5
| +0.1% | +$675 | 0.19% | 113 |
|
|
2025
Q1 | $607K | Buy |
4,973
+355
| +8% | +$43.3K | 0.21% | 105 |
|
|
2024
Q4 | $580K | Hold |
4,618
| – | – | 0.19% | 117 |
|
|
2024
Q3 | $580K | Buy |
4,618
+420
| +10% | +$52.8K | 0.19% | 118 |
|
|
2024
Q2 | $499K | Sell |
4,198
-56
| -1% | -$6.65K | 0.17% | 128 |
|
|
2024
Q1 | $490K | Sell |
4,254
-171
| -4% | -$19.7K | 0.18% | 129 |
|
|
2023
Q4 | $466K | Sell |
4,425
-234
| -5% | -$24.6K | 0.2% | 123 |
|
|
2023
Q3 | $439K | Buy |
4,659
+136
| +3% | +$12.8K | 0.21% | 117 |
|
|
2023
Q2 | $443K | Buy |
4,523
+96
| +2% | +$9.39K | 0.21% | 122 |
|
|
2023
Q1 | $401K | Buy |
4,427
+454
| +11% | +$41.1K | 0.21% | 122 |
|
|
2022
Q4 | $337K | Buy |
+3,973
| New | +$337K | 0.2% | 128 |
|