Creative Planning’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 | $286M | Sell |
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|
2025
Q1 | $262M | Buy |
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|
2024
Q4 | $273M | Sell |
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|
2024
Q3 | $270M | Sell |
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|
2024
Q2 | $259M | Buy |
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|
2024
Q1 | $250M | Sell |
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|
2023
Q4 | $237M | Sell |
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|
2023
Q3 | $220M | Sell |
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|
2023
Q2 | $237M | Sell |
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|
2023
Q1 | $222M | Sell |
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|
2022
Q4 | $263M | Sell |
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|
2022
Q3 | $253M | Buy |
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|
2022
Q2 | $247M | Buy |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $114M | Buy |
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|
2021
Q3 | $57.7M | Buy |
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|
2021
Q2 | $56M | Sell |
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|
2021
Q1 | $57.3M | Buy |
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|
2020
Q4 | $53.2M | Buy |
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|
2020
Q3 | $46.5M | Sell |
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|
2020
Q2 | $48.8M | Buy |
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|
2020
Q1 | $25.1M | Buy |
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|
2019
Q4 | $10.2M | Buy |
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|
2019
Q3 | $8.08M | Buy |
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|
2019
Q2 | $7.91M | Buy |
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|
2019
Q1 | $7.24M | Buy |
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|
2018
Q4 | $5.78M | Sell |
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|
2018
Q3 | $6.91M | Sell |
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|
2018
Q2 | $6.48M | Buy |
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|
2018
Q1 | $1.2M | Sell |
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|
2017
Q4 | $1.24M | Sell |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $792K | Buy |
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|
2017
Q1 | $653K | Sell |
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|
2016
Q4 | $689K | Buy |
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|
2016
Q3 | $546K | Buy |
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|
2016
Q2 | $428K | Buy |
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|
2016
Q1 | $408K | Buy |
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|
2015
Q4 | $389K | Buy |
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|
2015
Q3 | $298K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $317K | Buy |
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|
2014
Q4 | $312K | Buy |
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|
2014
Q3 | $219K | Buy |
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|
2014
Q2 | $211K | Buy |
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|
2014
Q1 | $114K | Hold |
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|
2013
Q4 | $112K | Sell |
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|
2013
Q3 | $104K | Hold |
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|
2013
Q2 | $99K | Buy |
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