EPP
ETF Portfolio Partners’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 | $9.67M | Buy |
71,580
+2,777
| +4% | +$375K | 2.68% | 12 |
|
|
2025
Q1 | $8.39M | Buy |
68,803
+2,945
| +4% | +$359K | 2.53% | 12 |
|
|
2024
Q4 | $8.47M | Sell |
65,858
-5,932
| -8% | -$763K | 2.54% | 13 |
|
|
2024
Q3 | $9.02M | Sell |
71,790
-36,841
| -34% | -$4.63M | 2.67% | 10 |
|
|
2024
Q2 | $12.9M | Sell |
108,631
-5,591
| -5% | -$664K | 4.04% | 8 |
|
|
2024
Q1 | $13.2M | Sell |
114,222
-4,819
| -4% | -$556K | 4.17% | 8 |
|
|
2023
Q4 | $12.5M | Buy |
119,041
+527
| +0.4% | +$55.5K | 4.2% | 9 |
|
|
2023
Q3 | $11.2M | Sell |
118,514
-1,195
| -1% | -$113K | 4.12% | 9 |
|
|
2023
Q2 | $11.7M | Sell |
119,709
-553
| -0.5% | -$54.1K | 4.2% | 9 |
|
|
2023
Q1 | $10.9M | Buy |
120,262
+1,304
| +1% | +$118K | 4.12% | 8 |
|
|
2022
Q4 | $10.1M | Buy |
118,958
+3,792
| +3% | +$322K | 4.24% | 8 |
|
|
2022
Q3 | $9.16M | Buy |
115,166
+1,790
| +2% | +$142K | 4.05% | 8 |
|
|
2022
Q2 | $9.5M | Buy |
113,376
+27,032
| +31% | +$2.26M | 4.1% | 7 |
|
|
2022
Q1 | $8.72M | Buy |
86,344
+6,352
| +8% | +$641K | 3.28% | 10 |
|
|
2021
Q4 | $8.56M | Buy |
79,992
+1,258
| +2% | +$135K | 3.26% | 10 |
|
|
2021
Q3 | $7.75M | Sell |
78,734
-265
| -0.3% | -$26.1K | 3.11% | 11 |
|
|
2021
Q2 | $7.8M | Buy |
78,999
+1,436
| +2% | +$142K | 3.16% | 12 |
|
|
2021
Q1 | $7.11M | Buy |
77,563
+318
| +0.4% | +$29.1K | 3.15% | 12 |
|
|
2020
Q4 | $6.66M | Buy |
77,245
+1,254
| +2% | +$108K | 3.06% | 12 |
|
|
2020
Q3 | $5.74M | Sell |
75,991
-6,174
| -8% | -$466K | 3% | 12 |
|
|
2020
Q2 | $5.71M | Sell |
82,165
-548
| -0.7% | -$38.1K | 3.11% | 12 |
|
|
2020
Q1 | $4.73M | Sell |
82,713
-18,049
| -18% | -$1.03M | 3.02% | 12 |
|
|
2019
Q4 | $7.32M | Buy |
100,762
+3,198
| +3% | +$232K | 3.87% | 10 |
|
|
2019
Q3 | $6.54M | Buy |
97,564
+1,200
| +1% | +$80.5K | 3.75% | 11 |
|
|
2019
Q2 | $6.42M | Buy |
96,364
+1,377
| +1% | +$91.8K | 3.42% | 11 |
|
|
2019
Q1 | $6.12M | Buy |
94,987
+4,449
| +5% | +$287K | 3.7% | 11 |
|
|
2018
Q4 | $5.14M | Buy |
90,538
+6,431
| +8% | +$365K | 3.44% | 11 |
|
|
2018
Q3 | $5.6M | Sell |
84,107
-520
| -0.6% | -$34.6K | 3.41% | 10 |
|
|
2018
Q2 | $5.29M | Buy |
84,627
+2,708
| +3% | +$169K | 3.41% | 10 |
|
|
2018
Q1 | $4.95M | Buy |
81,919
+4,856
| +6% | +$294K | 3.28% | 11 |
|
|
2017
Q4 | $4.71M | Buy |
77,063
+3,788
| +5% | +$232K | 3.17% | 10 |
|
|
2017
Q3 | $4.22M | Buy |
73,275
+1,611
| +2% | +$92.8K | 3% | 10 |
|
|
2017
Q2 | $3.97M | Buy |
71,664
+600
| +0.8% | +$33.3K | 2.85% | 10 |
|
|
2017
Q1 | $3.84M | Buy |
71,064
+3,436
| +5% | +$186K | 2.84% | 10 |
|
|
2016
Q4 | $3.47M | Buy |
67,628
+11,966
| +21% | +$614K | 2.73% | 10 |
|
|
2016
Q3 | $2.76M | Buy |
55,662
+29,856
| +116% | +$1.48M | 2.2% | 13 |
|
|
2016
Q2 | $2.46M | Buy |
+25,806
| New | +$2.46M | 2.16% | 13 |
|