Elevation Wealth 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 | $601K | Buy |
4,447
+9
| +0.2% | +$1.22K | 0.24% | 61 |
|
|
2025
Q1 | $541K | Buy |
4,438
+9
| +0.2% | +$1.1K | 0.23% | 63 |
|
|
2024
Q4 | $570K | Buy |
4,429
+10
| +0.2% | +$1.29K | 0.24% | 62 |
|
|
2024
Q3 | $555K | Sell |
4,419
-99
| -2% | -$12.4K | 0.24% | 66 |
|
|
2024
Q2 | $537K | Buy |
4,518
+5
| +0.1% | +$594 | 0.25% | 64 |
|
|
2024
Q1 | $520K | Sell |
4,513
-1,184
| -21% | -$137K | 0.26% | 66 |
|
|
2023
Q4 | $537K | Buy |
5,697
+425
| +8% | +$40K | 0.32% | 56 |
|
|
2023
Q3 | $497K | Sell |
5,272
-12
| -0.2% | -$1.13K | 0.43% | 31 |
|
|
2023
Q2 | $517K | Sell |
5,284
-177
| -3% | -$17.3K | 0.44% | 31 |
|
|
2023
Q1 | $495K | Buy |
+5,461
| New | +$495K | 0.45% | 32 |
|