Daymark Wealth Partners’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 | $1.01M | Sell |
7,506
-762
| -9% | -$103K | 0.04% | 262 |
|
|
2025
Q1 | $1.01M | Sell |
8,268
-894
| -10% | -$109K | 0.04% | 241 |
|
|
2024
Q4 | $1.18M | Sell |
9,162
-3,510
| -28% | -$451K | 0.05% | 215 |
|
|
2024
Q3 | $1.59M | Sell |
12,672
-3,051
| -19% | -$383K | 0.07% | 186 |
|
|
2024
Q2 | $1.87M | Buy |
15,723
+9,292
| +144% | +$1.1M | 0.09% | 164 |
|
|
2024
Q1 | $741K | Sell |
6,431
-222
| -3% | -$25.6K | 0.04% | 232 |
|
|
2023
Q4 | $700K | Sell |
6,653
-292
| -4% | -$30.7K | 0.04% | 224 |
|
|
2023
Q3 | $654K | Sell |
6,945
-3,001
| -30% | -$283K | 0.05% | 213 |
|
|
2023
Q2 | $973K | Sell |
9,946
-1,041
| -9% | -$102K | 0.07% | 172 |
|
|
2023
Q1 | $995K | Buy |
10,987
+7,960
| +263% | +$721K | 0.13% | 130 |
|
|
2022
Q4 | $257K | Buy |
+3,027
| New | +$257K | 0.05% | 198 |
|