Darwin Wealth Management’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 | $12.2K | Sell |
90
-64
| -42% | -$8.65K | ﹤0.01% | 337 |
|
|
2025
Q1 | $19.9K | Hold |
154
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $19.9K | Hold |
154
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $19.3K | Buy |
+154
| New | +$19.3K | 0.01% | 314 |
|
|
2020
Q4 | – | Sell |
-3,387
| Closed | -$255K | – | 168 |
|
|
2020
Q3 | $255K | Sell |
3,387
-3,872
| -53% | -$292K | 0.06% | 135 |
|
|
2020
Q2 | $504K | Sell |
7,259
-1,567
| -18% | -$109K | 0.13% | 101 |
|
|
2020
Q1 | $504K | Sell |
8,826
-1,176
| -12% | -$67.2K | 0.16% | 82 |
|
|
2019
Q4 | $727K | Sell |
10,002
-1,108
| -10% | -$80.5K | 0.19% | 95 |
|
|
2019
Q3 | $745K | Sell |
11,110
-315
| -3% | -$21.1K | 0.22% | 88 |
|
|
2019
Q2 | $761K | Sell |
11,425
-78
| -0.7% | -$5.2K | 0.24% | 87 |
|
|
2019
Q1 | $741K | Sell |
11,503
-545
| -5% | -$35.1K | 0.24% | 81 |
|
|
2018
Q4 | $684K | Sell |
12,048
-1,104
| -8% | -$62.7K | 0.48% | 46 |
|
|
2018
Q3 | $891K | Buy |
13,152
+1,721
| +15% | +$117K | 0.5% | 43 |
|
|
2018
Q2 | $717K | Buy |
11,431
+2,349
| +26% | +$147K | 0.47% | 47 |
|
|
2018
Q1 | $548K | Buy |
9,082
+3,591
| +65% | +$217K | 0.4% | 53 |
|
|
2017
Q4 | $332K | Buy |
+5,491
| New | +$332K | 0.14% | 120 |
|