Congress Wealth 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 | $2.11M | Buy |
15,646
+2,861
| +22% | +$386K | 0.02% | 543 |
|
|
2025
Q1 | $1.57M | Sell |
12,785
-21,408
| -63% | -$2.62M | 0.02% | 546 |
|
|
2024
Q4 | $4.4M | Buy |
34,193
+24,728
| +261% | +$3.18M | 0.06% | 302 |
|
|
2024
Q3 | $1.19M | Buy |
9,465
+3,474
| +58% | +$436K | 0.02% | 494 |
|
|
2024
Q2 | $712K | Hold |
5,991
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $691K | Sell |
5,991
-25,141
| -81% | -$2.9M | 0.01% | 413 |
|
|
2023
Q4 | $3.28M | Buy |
31,132
+25,329
| +436% | +$2.67M | 0.06% | 262 |
|
|
2023
Q3 | $547K | Buy |
5,803
+901
| +18% | +$84.9K | 0.01% | 448 |
|
|
2023
Q2 | $480K | Sell |
4,902
-2,421
| -33% | -$237K | 0.01% | 420 |
|
|
2023
Q1 | $663K | Buy |
7,323
+50
| +0.7% | +$4.53K | 0.02% | 389 |
|
|
2022
Q4 | $617K | Sell |
7,273
-2,839
| -28% | -$241K | 0.02% | 386 |
|
|
2022
Q3 | $804K | Buy |
10,112
+3,513
| +53% | +$279K | 0.02% | 352 |
|
|
2022
Q2 | $553K | Hold |
6,599
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $666K | Sell |
6,599
-46,831
| -88% | -$4.73M | 0.01% | 406 |
|
|
2021
Q4 | $5.72M | Buy |
+53,430
| New | +$5.72M | 0.11% | 205 |
|