Disciplined Investments’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 | $464K | Sell |
3,438
-634
| -16% | -$85.6K | 0.2% | 84 |
|
|
2025
Q1 | $497K | Sell |
4,072
-64
| -2% | -$7.81K | 0.23% | 83 |
|
|
2024
Q4 | $532K | Buy |
+4,136
| New | +$532K | 0.26% | 79 |
|
|
2023
Q3 | – | Sell |
-792
| Closed | -$77.5K | – | 814 |
|
|
2023
Q2 | $77.5K | Buy |
792
+205
| +35% | +$20.1K | 0.04% | 171 |
|
|
2023
Q1 | $53.2K | Hold |
587
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $49.8K | Hold |
587
| – | – | 0.02% | 203 |
|
|
2022
Q3 | $47K | Hold |
587
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $49K | Buy |
587
+77
| +15% | +$6.43K | 0.02% | 219 |
|
|
2022
Q1 | $51K | Sell |
510
-135
| -21% | -$13.5K | 0.02% | 218 |
|
|
2021
Q4 | $69K | Sell |
645
-16
| -2% | -$1.71K | 0.03% | 181 |
|
|
2021
Q3 | $65K | Hold |
661
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $65K | Sell |
661
-10
| -1% | -$983 | 0.03% | 178 |
|
|
2021
Q1 | $61K | Buy |
671
+373
| +125% | +$33.9K | 0.04% | 168 |
|
|
2020
Q4 | $26K | Hold |
298
| – | – | 0.02% | 185 |
|
|
2020
Q3 | $22K | Hold |
298
| – | – | 0.02% | 206 |
|
|
2020
Q2 | $21K | Hold |
298
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $17K | Hold |
298
| – | – | 0.02% | 231 |
|
|
2019
Q4 | $22K | Buy |
+298
| New | +$22K | 0.02% | 238 |
|