Chesley Taft & Associates’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 | $878K | Buy |
6,499
+32
| +0.5% | +$4.32K | 0.04% | 218 |
|
|
2025
Q1 | $789K | Buy |
6,467
+573
| +10% | +$69.9K | 0.04% | 224 |
|
|
2024
Q4 | $758K | Buy |
5,894
+230
| +4% | +$29.6K | 0.04% | 225 |
|
|
2024
Q3 | $712K | Hold |
5,664
| – | – | 0.03% | 227 |
|
|
2024
Q2 | $673K | Buy |
5,664
+227
| +4% | +$27K | 0.03% | 222 |
|
|
2024
Q1 | $627K | Buy |
5,437
+1,500
| +38% | +$173K | 0.03% | 223 |
|
|
2023
Q4 | $414K | Hold |
3,937
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $371K | Buy |
3,937
+1
| +0% | +$94 | 0.02% | 250 |
|
|
2023
Q2 | $385K | Sell |
3,936
-224
| -5% | -$21.9K | 0.02% | 246 |
|
|
2023
Q1 | $377K | Hold |
4,160
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $353K | Buy |
4,160
+650
| +19% | +$55.1K | 0.02% | 245 |
|
|
2022
Q3 | $279K | Buy |
3,510
+5
| +0.1% | +$397 | 0.02% | 255 |
|
|
2022
Q2 | $294K | Buy |
3,505
+4
| +0.1% | +$336 | 0.02% | 258 |
|
|
2022
Q1 | $342K | Buy |
3,501
+6
| +0.2% | +$586 | 0.02% | 259 |
|
|
2021
Q4 | $374K | Hold |
3,495
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $344K | Hold |
3,495
| – | – | 0.02% | 259 |
|
|
2021
Q2 | $345K | Hold |
3,495
| – | – | 0.02% | 257 |
|
|
2021
Q1 | $328K | Buy |
3,495
+200
| +6% | +$18.8K | 0.02% | 259 |
|
|
2020
Q4 | $284K | Buy |
3,295
+75
| +2% | +$6.46K | 0.02% | 259 |
|
|
2020
Q3 | $243K | Hold |
3,220
| – | – | 0.02% | 247 |
|
|
2020
Q2 | $224K | Buy |
+3,220
| New | +$224K | 0.02% | 246 |
|