Durante & Waters’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 | $24.6M | Sell |
182,063
-3,446
| -2% | -$465K | 19.35% | 2 |
|
2025
Q1 | $22.6M | Buy |
185,509
+393
| +0.2% | +$48K | 19.02% | 2 |
|
2024
Q4 | $23.8M | Buy |
185,116
+106
| +0.1% | +$13.6K | 19.65% | 2 |
|
2024
Q3 | $23.2M | Buy |
185,010
+1,770
| +1% | +$222K | 19.5% | 2 |
|
2024
Q2 | $21.8M | Sell |
183,240
-4,995
| -3% | -$593K | 19.37% | 2 |
|
2024
Q1 | $21.7M | Sell |
188,235
-2,644
| -1% | -$305K | 19.83% | 1 |
|
2023
Q4 | $20.1M | Buy |
+190,879
| New | +$20.1M | 19.36% | 2 |
|