Columbia River Financial Group’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
Q2
Sell
-367
Closed -$44K 82
2025
Q1
$44K Buy
+367
New +$47.3K 0.03% 86

Other funds holding ITOT

Columbia River Financial Group's ITOT Position: Q2 2025 in Review

Columbia River Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 367 shares — an estimated $44K sold.

Columbia River Financial Group first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $44K in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Columbia River Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 367 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $44K.
  • Columbia River Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $44K in Q1 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.