Coppell Advisory Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-731
| Closed | -$94.3K | – | 1091 |
|
|
2024
Q4 | $94.3K | Buy |
731
+30
| +4% | +$3.87K | 0.01% | 431 |
|
|
2024
Q3 | $87.7K | Buy |
701
+172
| +33% | +$21.5K | 0.01% | 419 |
|
|
2024
Q2 | $62.8K | Buy |
+529
| New | +$62.8K | 0.01% | 444 |
|
|
2023
Q4 | $14.3K | Buy |
+136
| New | +$14.3K | ﹤0.01% | 840 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$6.29K | – | 1367 |
|
|
2023
Q2 | $6.29K | Buy |
+65
| New | +$6.29K | ﹤0.01% | 804 |
|