Clear Creek Financial Management’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 | $283K | Sell |
2,096
-81
| -4% | -$10.9K | 0.03% | 452 |
|
|
2025
Q1 | $266K | Sell |
2,177
-8,272
| -79% | -$1.01M | 0.03% | 421 |
|
|
2024
Q4 | $1.34M | Sell |
10,449
-19
| -0.2% | -$2.44K | 0.15% | 138 |
|
|
2024
Q3 | $1.31M | Sell |
10,468
-140
| -1% | -$17.6K | 0.15% | 135 |
|
|
2024
Q2 | $1.26M | Buy |
10,608
+2,724
| +35% | +$324K | 0.15% | 126 |
|
|
2024
Q1 | $909K | Buy |
7,884
+675
| +9% | +$77.8K | 0.12% | 162 |
|
|
2023
Q4 | $759K | Buy |
7,209
+36
| +0.5% | +$3.79K | 0.12% | 146 |
|
|
2023
Q3 | $676K | Sell |
7,173
-538
| -7% | -$50.7K | 0.12% | 141 |
|
|
2023
Q2 | $754K | Buy |
7,711
+2,620
| +51% | +$256K | 0.13% | 129 |
|
|
2023
Q1 | $461K | Buy |
+5,091
| New | +$461K | 0.09% | 168 |
|
|
2022
Q3 | – | Sell |
-4,046
| Closed | -$339K | – | 300 |
|
|
2022
Q2 | $339K | Buy |
+4,046
| New | +$339K | 0.07% | 196 |
|
|
2020
Q4 | – | Sell |
-661,079
| Closed | -$49.9M | – | 315 |
|
|
2020
Q3 | $49.9M | Buy |
+661,079
| New | +$49.9M | 2.26% | 11 |
|