CIBC Private Wealth Group’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 | $2.2M | Buy |
16,312
+7,997
| +96% | +$1.08M | ﹤0.01% | 538 |
|
|
2025
Q1 | $899K | Buy |
8,315
+205
| +3% | +$22.2K | ﹤0.01% | 665 |
|
|
2024
Q4 | $1.05M | Buy |
8,110
+4,392
| +118% | +$569K | ﹤0.01% | 685 |
|
|
2024
Q3 | $467K | Sell |
3,718
-2,094
| -36% | -$263K | ﹤0.01% | 892 |
|
|
2024
Q2 | $703K | Buy |
5,812
+1,419
| +32% | +$172K | ﹤0.01% | 731 |
|
|
2024
Q1 | $505K | Buy |
4,393
+102
| +2% | +$11.7K | ﹤0.01% | 834 |
|
|
2023
Q4 | $452K | Sell |
4,291
-582
| -12% | -$61.2K | ﹤0.01% | 822 |
|
|
2023
Q3 | $459K | Buy |
+4,873
| New | +$459K | ﹤0.01% | 776 |
|
|
2022
Q4 | – | Sell |
-2,805
| Closed | -$223K | – | 894 |
|
|
2022
Q3 | $223K | Buy |
2,805
+179
| +7% | +$14.2K | ﹤0.01% | 844 |
|
|
2022
Q2 | $220K | Buy |
2,626
+1
| +0% | +$84 | ﹤0.01% | 865 |
|
|
2022
Q1 | $265K | Sell |
2,625
-419
| -14% | -$42.3K | ﹤0.01% | 879 |
|
|
2021
Q4 | $326K | Sell |
3,044
-466
| -13% | -$49.9K | ﹤0.01% | 853 |
|
|
2021
Q3 | $345K | Buy |
3,510
+905
| +35% | +$89K | ﹤0.01% | 794 |
|
|
2021
Q2 | $257K | Buy |
2,605
+188
| +8% | +$18.5K | ﹤0.01% | 937 |
|
|
2021
Q1 | $221K | Sell |
2,417
-182
| -7% | -$16.6K | ﹤0.01% | 974 |
|
|
2020
Q4 | $224K | Sell |
2,599
-95,715
| -97% | -$8.25M | ﹤0.01% | 929 |
|
|
2020
Q3 | $7.42M | Buy |
+98,314
| New | +$7.42M | 0.02% | 327 |
|
|
2020
Q2 | – | Sell |
-96,486
| Closed | -$5.52M | – | 700 |
|
|
2020
Q1 | $5.52M | Buy |
96,486
+50
| +0.1% | +$2.86K | 0.02% | 306 |
|
|
2019
Q4 | $7.01M | Buy |
96,436
+1
| +0% | +$73 | 0.02% | 325 |
|
|
2019
Q3 | $6.47M | Buy |
96,435
+67
| +0.1% | +$4.49K | 0.02% | 324 |
|
|
2019
Q2 | $6.42M | Sell |
96,368
-49
| -0.1% | -$3.27K | 0.02% | 338 |
|
|
2019
Q1 | $6.21M | Buy |
96,417
+153
| +0.2% | +$9.85K | 0.02% | 340 |
|
|
2018
Q4 | $5.46M | Buy |
96,264
+1
| +0% | +$57 | 0.02% | 328 |
|
|
2018
Q3 | $6.41M | Buy |
96,263
+1
| +0% | +$67 | 0.02% | 349 |
|
|
2018
Q2 | $6.02M | Sell |
96,262
-268
| -0.3% | -$16.8K | 0.02% | 345 |
|
|
2018
Q1 | $5.84M | Sell |
96,530
-1,045
| -1% | -$63.2K | 0.03% | 334 |
|
|
2017
Q4 | $5.97M | Buy |
97,575
+1
| +0% | +$61 | 0.03% | 335 |
|
|
2017
Q3 | $5.62M | Buy |
+97,574
| New | +$5.62M | 0.03% | 335 |
|