Colonial Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Hold
2025
Q2
$476K Buy
2025
Q1
$306K Buy
2024
Q4
$313K Buy
2024
Q3
$263K Hold
2024
Q2
$249K Hold
2024
Q1
$241K Sell
2023
Q4
$337K Buy
2023
Q3
$124K Sell
2023
Q2
$397K Hold
2023
Q1
$368K Sell
2022
Q4
$440K Hold
2022
Q3
$413K Buy