Cornerstone Planning Group’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 | $8.63K | Sell |
63
-321
| -84% | -$44K | ﹤0.01% | 590 |
|
|
2025
Q1 | $44.8K | Buy |
384
+330
| +611% | +$38.5K | 0.01% | 258 |
|
|
2024
Q4 | $7.06K | Buy |
54
+1
| +2% | +$131 | ﹤0.01% | 506 |
|
|
2024
Q3 | $6.8K | Sell |
53
-1
| -2% | -$128 | ﹤0.01% | 502 |
|
|
2024
Q2 | $6.03K | Buy |
54
+1
| +2% | +$112 | ﹤0.01% | 535 |
|
|
2024
Q1 | $5.96K | Hold |
53
| – | – | ﹤0.01% | 495 |
|
|
2023
Q4 | $5.58K | Hold |
53
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $4.99K | Buy |
+53
| New | +$4.99K | ﹤0.01% | 526 |
|
|
2022
Q4 | $24.9K | Buy |
+288
| New | +$24.9K | 0.01% | 399 |
|