Denver 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 | $403K | Buy |
2,982
+9
| +0.3% | +$1.22K | 0.17% | 60 |
|
|
2025
Q1 | $363K | Sell |
2,973
-270
| -8% | -$32.9K | 0.17% | 61 |
|
|
2024
Q4 | $417K | Buy |
3,243
+11
| +0.3% | +$1.42K | 0.19% | 53 |
|
|
2024
Q3 | $406K | Buy |
3,232
+12
| +0.4% | +$1.51K | 0.19% | 56 |
|
|
2024
Q2 | $382K | Buy |
3,220
+10
| +0.3% | +$1.19K | 0.19% | 54 |
|
|
2024
Q1 | $370K | Buy |
3,210
+8
| +0.2% | +$923 | 0.19% | 56 |
|
|
2023
Q4 | $337K | Buy |
3,202
+29
| +0.9% | +$3.05K | 0.19% | 53 |
|
|
2023
Q3 | $299K | Hold |
3,173
| – | – | 0.19% | 56 |
|
|
2023
Q2 | $310K | Buy |
3,173
+10
| +0.3% | +$978 | 0.22% | 54 |
|
|
2023
Q1 | $286K | Buy |
3,163
+12
| +0.4% | +$1.09K | 0.2% | 62 |
|
|
2022
Q4 | $267K | Buy |
3,151
+15
| +0.5% | +$1.27K | 0.2% | 56 |
|
|
2022
Q3 | $249K | Buy |
3,136
+16
| +0.5% | +$1.27K | 0.24% | 46 |
|
|
2022
Q2 | $261K | Buy |
+3,120
| New | +$261K | 0.27% | 41 |
|
|
2021
Q4 | $334K | Buy |
+3,120
| New | +$334K | 0.32% | 31 |
|
|
2021
Q1 | $315K | Buy |
+3,120
| New | +$315K | 0.33% | 35 |
|