Evanson Asset Management’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 | $509K | Hold |
3,771
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $460K | Buy |
3,771
+215
| +6% | +$26.2K | 0.03% | 189 |
|
|
2024
Q4 | $457K | Hold |
3,556
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $447K | Hold |
3,556
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $422K | Sell |
3,556
-1
| -0% | -$119 | 0.03% | 190 |
|
|
2024
Q1 | $410K | Hold |
3,557
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $374K | Buy |
3,557
+12
| +0.3% | +$1.26K | 0.03% | 210 |
|
|
2023
Q3 | $334K | Sell |
3,545
-255
| -7% | -$24K | 0.03% | 204 |
|
|
2023
Q2 | $372K | Buy |
3,800
+256
| +7% | +$25K | 0.03% | 197 |
|
|
2023
Q1 | $321K | Sell |
3,544
-113
| -3% | -$10.2K | 0.03% | 209 |
|
|
2022
Q4 | $310K | Hold |
3,657
| – | – | 0.03% | 204 |
|
|
2022
Q3 | $291K | Hold |
3,657
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $306K | Buy |
+3,657
| New | +$306K | 0.03% | 207 |
|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$258K | – | 244 |
|
|
2019
Q1 | $258K | Buy |
+4,000
| New | +$258K | 0.05% | 201 |
|
|
2016
Q3 | – | Sell |
-8,640
| Closed | -$411K | – | 203 |
|
|
2016
Q2 | $411K | Buy |
+8,640
| New | +$411K | 0.12% | 122 |
|