Envestnet Portfolio Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
58,487
+2,005
| +4% | +$271K | 0.03% | 266 |
|
|
2025
Q1 | $6.41M | Sell |
56,482
-506
| -0.9% | -$57.4K | 0.02% | 308 |
|
|
2024
Q4 | $7.33M | Sell |
56,988
-2,243
| -4% | -$288K | 0.02% | 314 |
|
|
2024
Q3 | $7.44M | Sell |
59,231
-1,127
| -2% | -$142K | 0.02% | 305 |
|
|
2024
Q2 | $7.17M | Sell |
60,358
-11,629
| -16% | -$1.38M | 0.03% | 294 |
|
|
2024
Q1 | $8.3M | Buy |
71,987
+1,164
| +2% | +$134K | 0.03% | 268 |
|
|
2023
Q4 | $7.45M | Buy |
70,823
+19,595
| +38% | +$2.06M | 0.03% | 248 |
|
|
2023
Q3 | $4.83M | Buy |
+51,228
| New | +$4.83M | 0.02% | 317 |
|