Eagle Bluffs Wealth Management’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 | $1.16M | Buy |
8,609
+486
| +6% | +$65.6K | 0.55% | 41 |
|
|
2025
Q1 | $991K | Sell |
8,123
-2,055
| -20% | -$251K | 0.52% | 44 |
|
|
2024
Q4 | $1.31M | Sell |
10,178
-3,824
| -27% | -$492K | 0.7% | 38 |
|
|
2024
Q3 | $1.76M | Sell |
14,002
-80
| -0.6% | -$10.1K | 0.95% | 31 |
|
|
2024
Q2 | $1.67M | Buy |
14,082
+60
| +0.4% | +$7.13K | 0.97% | 30 |
|
|
2024
Q1 | $1.62M | Buy |
14,022
+243
| +2% | +$28K | 1% | 31 |
|
|
2023
Q4 | $1.45M | Buy |
13,779
+266
| +2% | +$28K | 0.99% | 31 |
|
|
2023
Q3 | $1.28M | Sell |
13,513
-2,138
| -14% | -$202K | 0.98% | 31 |
|
|
2023
Q2 | $1.53M | Buy |
15,651
+611
| +4% | +$59.8K | 1.18% | 27 |
|
|
2023
Q1 | $1.36M | Buy |
15,040
+2,624
| +21% | +$238K | 1.12% | 29 |
|
|
2022
Q4 | $1.05M | Buy |
12,416
+197
| +2% | +$16.7K | 1.1% | 32 |
|
|
2022
Q3 | $972K | Buy |
12,219
+1,001
| +9% | +$79.6K | 1.12% | 30 |
|
|
2022
Q2 | $940K | Buy |
+11,218
| New | +$940K | 1.01% | 31 |
|