Destiny 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 | $1.99M | Hold |
14,732
| – | – | 0.27% | 66 |
|
|
2025
Q1 | $1.8M | Sell |
14,732
-1,693
| -10% | -$207K | 0.29% | 67 |
|
|
2024
Q4 | $2.11M | Buy |
16,425
+337
| +2% | +$43.3K | 0.35% | 66 |
|
|
2024
Q3 | $2.02M | Hold |
16,088
| – | – | 0.35% | 64 |
|
|
2024
Q2 | $1.91M | Hold |
16,088
| – | – | 0.34% | 63 |
|
|
2024
Q1 | $1.85M | Hold |
16,088
| – | – | 0.33% | 62 |
|
|
2023
Q4 | $1.66M | Hold |
16,088
| – | – | 0.31% | 62 |
|
|
2023
Q3 | $1.52M | Hold |
16,088
| – | – | 0.31% | 66 |
|
|
2023
Q2 | $1.61M | Hold |
16,088
| – | – | 0.31% | 66 |
|
|
2023
Q1 | $1.46M | Hold |
16,088
| – | – | 0.3% | 64 |
|
|
2022
Q4 | $1.36M | Hold |
16,088
| – | – | 0.3% | 66 |
|
|
2022
Q3 | $1.28M | Hold |
16,088
| – | – | 0.29% | 66 |
|
|
2022
Q2 | $1.35M | Sell |
16,088
-283
| -2% | -$23.7K | 0.3% | 63 |
|
|
2022
Q1 | $1.65M | Hold |
16,371
| – | – | 0.32% | 62 |
|
|
2021
Q4 | $1.75M | Sell |
16,371
-517
| -3% | -$55.3K | 0.34% | 62 |
|
|
2021
Q3 | $1.66M | Hold |
16,888
| – | – | 0.33% | 63 |
|
|
2021
Q2 | $1.67M | Hold |
16,888
| – | – | 0.32% | 68 |
|
|
2021
Q1 | $1.55M | Sell |
16,888
-255
| -1% | -$23.4K | 0.32% | 61 |
|
|
2020
Q4 | $1.48M | Buy |
+17,143
| New | +$1.48M | 0.31% | 59 |
|