Coastal Bridge Advisors’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 | $306K | Buy |
+2,266
| New | +$306K | 0.03% | 351 |
|
|
2025
Q1 | – | Sell |
-2,155
| Closed | -$277K | – | 321 |
|
|
2024
Q4 | $277K | Hold |
2,155
| – | – | 0.07% | 124 |
|
|
2024
Q3 | $271K | Hold |
2,155
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $256K | Hold |
2,155
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $248K | Hold |
2,155
| – | – | 0.06% | 137 |
|
|
2023
Q4 | $227K | Hold |
2,155
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $203K | Hold |
2,155
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $211K | Buy |
+2,155
| New | +$211K | 0.05% | 138 |
|
|
2022
Q2 | – | Sell |
-2,155
| Closed | -$218K | – | 173 |
|
|
2022
Q1 | $218K | Buy |
+2,155
| New | +$218K | 0.05% | 143 |
|