Chevy Chase Trust’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 | $219K | Buy |
+1,625
| New | +$219K | ﹤0.01% | 626 |
|
|
2020
Q1 | – | Sell |
-1,235
| Closed | -$90K | – | 811 |
|
|
2019
Q4 | $90K | Buy |
+1,235
| New | +$90K | ﹤0.01% | 737 |
|
|
2019
Q1 | – | Sell |
-4,542
| Closed | -$258K | – | 683 |
|
|
2018
Q4 | $258K | Sell |
4,542
-12,263
| -73% | -$697K | ﹤0.01% | 637 |
|
|
2018
Q3 | $1.12M | Buy |
+16,805
| New | +$1.12M | ﹤0.01% | 567 |
|
|
2017
Q4 | – | Sell |
-3,692
| Closed | -$213K | – | 692 |
|
|
2017
Q3 | $213K | Hold |
3,692
| – | – | ﹤0.01% | 644 |
|
|
2017
Q2 | $205K | Sell |
3,692
-150
| -4% | -$8.33K | ﹤0.01% | 640 |
|
|
2017
Q1 | $208K | Buy |
+3,842
| New | +$208K | ﹤0.01% | 632 |
|
|
2016
Q2 | – | Sell |
-3,465
| Closed | -$323K | – | 662 |
|
|
2016
Q1 | $323K | Sell |
3,465
-2,350
| -40% | -$219K | ﹤0.01% | 598 |
|
|
2015
Q4 | $540K | Buy |
+5,815
| New | +$540K | ﹤0.01% | 586 |
|
|
2015
Q2 | – | Sell |
-2,180
| Closed | -$207K | – | 681 |
|
|
2015
Q1 | $207K | Buy |
+2,180
| New | +$207K | ﹤0.01% | 645 |
|