Elwood & Goetz Wealth Advisory Group’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 | $550K | Sell |
4,070
-76
| -2% | -$10.3K | 0.12% | 51 |
|
|
2025
Q1 | $506K | Buy |
4,146
+76
| +2% | +$9.27K | 0.12% | 49 |
|
|
2024
Q4 | $523K | Hold |
4,070
| – | – | 0.13% | 51 |
|
|
2024
Q3 | $511K | Buy |
4,070
+5
| +0.1% | +$628 | 0.13% | 54 |
|
|
2024
Q2 | $483K | Hold |
4,065
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $469K | Hold |
4,065
| – | – | 0.11% | 50 |
|
|
2023
Q4 | $428K | Hold |
4,065
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $383K | Buy |
4,065
+699
| +21% | +$65.8K | 0.09% | 53 |
|
|
2023
Q2 | $329K | Hold |
3,366
| – | – | 0.08% | 52 |
|
|
2023
Q1 | $305K | Sell |
3,366
-937
| -22% | -$84.8K | 0.07% | 51 |
|
|
2022
Q4 | $365K | Buy |
+4,303
| New | +$365K | 0.11% | 47 |
|