Colton Groome Financial 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 | $293K | Sell |
2,169
-20
| -0.9% | -$2.7K | 0.1% | 106 |
|
|
2025
Q1 | $265K | Sell |
2,189
-215
| -9% | -$26K | 0.1% | 105 |
|
|
2024
Q4 | $309K | Hold |
2,404
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $302K | Hold |
2,404
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $286K | Hold |
2,404
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $277K | Hold |
2,404
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $253K | Hold |
2,404
| – | – | 0.11% | 105 |
|
|
2023
Q3 | $226K | Hold |
2,404
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $235K | Hold |
2,404
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $218K | Buy |
+2,404
| New | +$218K | 0.1% | 114 |
|
|
2022
Q1 | – | Sell |
-2,993
| Closed | -$320K | – | 119 |
|
|
2021
Q4 | $320K | Sell |
2,993
-107
| -3% | -$11.4K | 0.13% | 98 |
|
|
2021
Q3 | $305K | Sell |
3,100
-986
| -24% | -$97K | 0.13% | 93 |
|
|
2021
Q2 | $404K | Sell |
4,086
-172
| -4% | -$17K | 0.19% | 76 |
|
|
2021
Q1 | $390K | Hold |
4,258
| – | – | 0.22% | 48 |
|
|
2020
Q4 | $367K | Sell |
4,258
-985
| -19% | -$84.9K | 0.24% | 50 |
|
|
2020
Q3 | $396K | Buy |
5,243
+144
| +3% | +$10.9K | 0.28% | 41 |
|
|
2020
Q2 | $354K | Sell |
5,099
-161
| -3% | -$11.2K | 0.26% | 44 |
|
|
2020
Q1 | $301K | Sell |
5,260
-183
| -3% | -$10.5K | 0.25% | 53 |
|
|
2019
Q4 | $396K | Buy |
5,443
+9
| +0.2% | +$655 | 0.28% | 49 |
|
|
2019
Q3 | $379K | Buy |
5,434
+215
| +4% | +$15K | 0.28% | 51 |
|
|
2019
Q2 | $348K | Buy |
+5,219
| New | +$348K | 0.28% | 41 |
|