Eaton Financial Holdings’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
Q1 | – | Sell |
-6,907
| Closed | -$888K | – | 66 |
|
|
2024
Q4 | $888K | Sell |
6,907
-543
| -7% | -$69.8K | 0.34% | 42 |
|
|
2024
Q3 | $936K | Buy |
+7,450
| New | +$936K | 0.38% | 40 |
|
|
2024
Q1 | $826K | Sell |
7,161
-550
| -7% | -$63.4K | 0.43% | 38 |
|
|
2023
Q4 | $811K | Buy |
7,711
+35
| +0.5% | +$3.68K | 0.2% | 103 |
|
|
2023
Q3 | $723K | Sell |
7,676
-5
| -0.1% | -$471 | 0.19% | 103 |
|
|
2023
Q2 | $752K | Sell |
7,681
-125
| -2% | -$12.2K | 0.57% | 31 |
|
|
2023
Q1 | $707K | Sell |
7,806
-1,157
| -13% | -$105K | 0.55% | 27 |
|
|
2022
Q4 | $760K | Buy |
+8,963
| New | +$760K | 0.65% | 30 |
|