Consolidated Planning Corp’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 |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $3.13M | Hold |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $3.69M | Hold |
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|
2021
Q2 | $3.71M | Hold |
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|
2021
Q1 | $3.44M | Hold |
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|
2020
Q4 | $3.23M | Hold |
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|
2020
Q3 | $2.83M | Hold |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $626K | Buy |
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