Charter Oak Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $908K | Sell |
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|
2025
Q2 | $861K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $799K | Sell |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | $705K | Sell |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $804K | Buy |
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|
2021
Q4 | $817K | Buy |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $754K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $647K | Buy |
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