Douglass Winthrop Advisors’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 | $404K | Buy |
2,995
+390
| +15% | +$52.7K | 0.01% | 208 |
|
|
2025
Q1 | $318K | Hold |
2,605
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $335K | Hold |
2,605
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $327K | Hold |
2,605
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $309K | Hold |
2,605
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $300K | Hold |
2,605
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $274K | Hold |
2,605
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $245K | Hold |
2,605
| – | – | 0.01% | 214 |
|
|
2023
Q2 | $255K | Hold |
2,605
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $236K | Hold |
2,605
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $221K | Hold |
2,605
| – | – | 0.01% | 229 |
|
|
2022
Q3 | $207K | Hold |
2,605
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $218K | Hold |
2,605
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $263K | Hold |
2,605
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $279K | Sell |
2,605
-292
| -10% | -$31.3K | 0.01% | 240 |
|
|
2021
Q3 | $285K | Hold |
2,897
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $286K | Sell |
2,897
-103
| -3% | -$10.2K | 0.01% | 243 |
|
|
2021
Q1 | $275K | Hold |
3,000
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $259K | Buy |
+3,000
| New | +$259K | 0.01% | 238 |
|