Edgestream Partners’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 | $382K | Buy |
+2,832
| New | +$382K | 0.01% | 759 |
|
|
2025
Q1 | – | Sell |
-1,620
| Closed | -$208K | – | 936 |
|
|
2024
Q4 | $208K | Sell |
1,620
-657
| -29% | -$84.5K | 0.01% | 815 |
|
|
2024
Q3 | $286K | Sell |
2,277
-809
| -26% | -$102K | 0.01% | 775 |
|
|
2024
Q2 | $367K | Sell |
3,086
-1,335
| -30% | -$159K | 0.02% | 715 |
|
|
2024
Q1 | $510K | Buy |
+4,421
| New | +$510K | 0.03% | 630 |
|