Duncker Streett & Co’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 | $96.8K | Buy |
717
+325
| +83% | +$43.9K | 0.02% | 276 |
|
|
2025
Q1 | $47.8K | Hold |
392
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $50.4K | Buy |
392
+225
| +135% | +$28.9K | 0.01% | 323 |
|
|
2024
Q3 | $21K | Hold |
167
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $19.8K | Buy |
+167
| New | +$19.8K | ﹤0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-493
| Closed | -$43K | – | 515 |
|
|
2020
Q4 | $43K | Hold |
493
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $37K | Hold |
493
| – | – | 0.01% | 339 |
|
|
2020
Q2 | $34K | Hold |
493
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $28K | Hold |
493
| – | – | 0.01% | 360 |
|
|
2019
Q4 | $36K | Buy |
+493
| New | +$36K | 0.01% | 374 |
|