Connectus Wealth’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
2024
Q1
$409K Sell
3,545
-31,794
-90% -$3.67M 0.01% 298
2023
Q4
$3.72M Sell
35,339
-1,999
-5% -$210K 0.08% 189
2023
Q3
$3.52M Buy
37,338
+2,514
+7% +$237K 0.08% 198
2023
Q2
$3.41M Buy
34,824
+10
+0% +$979 0.08% 171
2023
Q1
$3.15M Buy
34,814
+21,365
+159% +$1.94M 0.08% 183
2022
Q4
$1.14M Buy
13,449
+3,621
+37% +$307K 0.03% 275
2022
Q3
$782K Buy
9,828
+375
+4% +$29.8K 0.02% 360
2022
Q2
$792K Sell
9,453
-285
-3% -$23.9K 0.02% 297
2022
Q1
$1.04M Buy
+9,738
New +$1.04M 0.03% 240