CRA Financial Services’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 | $338K | Sell |
2,504
-25
| -1% | -$3.38K | 0.05% | 204 |
|
2025
Q1 | $309K | Sell |
2,529
-335
| -12% | -$40.9K | 0.05% | 211 |
|
2024
Q4 | $368K | Buy |
2,864
+152
| +6% | +$19.6K | 0.06% | 172 |
|
2024
Q3 | $341K | Sell |
2,712
-260
| -9% | -$32.7K | 0.06% | 177 |
|
2024
Q2 | $353K | Sell |
2,972
-120
| -4% | -$14.3K | 0.07% | 159 |
|
2024
Q1 | $356K | Buy |
3,092
+10
| +0.3% | +$1.15K | 0.08% | 155 |
|
2023
Q4 | $324K | Buy |
3,082
+21
| +0.7% | +$2.21K | 0.08% | 151 |
|
2023
Q3 | $288K | Buy |
3,061
+82
| +3% | +$7.72K | 0.08% | 153 |
|
2023
Q2 | $291K | Sell |
2,979
-50
| -2% | -$4.89K | 0.08% | 155 |
|
2023
Q1 | $274K | Sell |
3,029
-40
| -1% | -$3.62K | 0.08% | 155 |
|
2022
Q4 | $260K | Sell |
3,069
-40
| -1% | -$3.39K | 0.09% | 160 |
|
2022
Q3 | $247K | Buy |
3,109
+1
| +0% | +$79 | 0.09% | 159 |
|
2022
Q2 | $260K | Buy |
3,108
+25
| +0.8% | +$2.09K | 0.09% | 159 |
|
2022
Q1 | $311K | Hold |
3,083
| – | – | 0.09% | 147 |
|
2021
Q4 | $330K | Sell |
3,083
-30
| -1% | -$3.21K | 0.1% | 147 |
|
2021
Q3 | $306K | Buy |
3,113
+401
| +15% | +$39.4K | 0.1% | 145 |
|
2021
Q2 | $268K | Buy |
2,712
+497
| +22% | +$49.1K | 0.09% | 156 |
|
2021
Q1 | $203K | Buy |
+2,215
| New | +$203K | 0.08% | 167 |
|
2020
Q4 | – | Sell |
-2,765
| Closed | -$209K | – | 161 |
|
2020
Q3 | $209K | Sell |
2,765
-210
| -7% | -$15.9K | 0.1% | 134 |
|
2020
Q2 | $207K | Buy |
+2,975
| New | +$207K | 0.11% | 130 |
|
2020
Q1 | – | Sell |
-3,174
| Closed | -$231K | – | 138 |
|
2019
Q4 | $231K | Hold |
3,174
| – | – | 0.13% | 127 |
|
2019
Q3 | $213K | Sell |
3,174
-170
| -5% | -$11.4K | 0.13% | 129 |
|
2019
Q2 | $223K | Buy |
3,344
+227
| +7% | +$15.1K | 0.13% | 125 |
|
2019
Q1 | $201K | Buy |
+3,117
| New | +$201K | 0.13% | 133 |
|