Evoke Wealth’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 | $2.63M | Hold |
19,501
| – | – | 0.06% | 118 |
|
|
2025
Q1 | $2.38M | Hold |
19,501
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $2.51M | Buy |
19,501
+1,310
| +7% | +$168K | 0.07% | 112 |
|
|
2024
Q3 | $2.29M | Buy |
+18,191
| New | +$2.29M | 0.06% | 114 |
|
|
2024
Q2 | – | Sell |
-18,191
| Closed | -$2.1M | – | 237 |
|
|
2024
Q1 | $2.1M | Buy |
+18,191
| New | +$2.1M | 0.06% | 110 |
|
|
2023
Q4 | – | Sell |
-89,233
| Closed | -$8.41M | – | 211 |
|
|
2023
Q3 | $8.41M | Buy |
89,233
+71,069
| +391% | +$6.7M | 0.3% | 41 |
|
|
2023
Q2 | $1.78M | Hold |
18,164
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $1.64M | Sell |
18,164
-528
| -3% | -$47.8K | 0.06% | 121 |
|
|
2022
Q4 | $1.59M | Buy |
18,692
+2
| +0% | +$170 | 0.06% | 127 |
|
|
2022
Q3 | $1.49M | Buy |
18,690
+1,622
| +10% | +$129K | 0.06% | 119 |
|
|
2022
Q2 | $1.43M | Sell |
17,068
-718
| -4% | -$60.2K | 0.05% | 129 |
|
|
2022
Q1 | $1.8M | Buy |
17,786
+1
| +0% | +$101 | 0.06% | 128 |
|
|
2021
Q4 | $1.9M | Buy |
17,785
+3
| +0% | +$321 | 0.06% | 130 |
|
|
2021
Q3 | $1.75M | Buy |
17,782
+1
| +0% | +$98 | 0.07% | 129 |
|
|
2021
Q2 | $1.76M | Buy |
17,781
+3,935
| +28% | +$389K | 0.07% | 131 |
|
|
2021
Q1 | $1.27M | Buy |
13,846
+2
| +0% | +$183 | 0.06% | 138 |
|
|
2020
Q4 | $1.19M | Buy |
13,844
+513
| +4% | +$44.2K | 0.08% | 82 |
|
|
2020
Q3 | $1.01M | Hold |
13,331
| – | – | 0.08% | 87 |
|
|
2020
Q2 | $926K | Buy |
13,331
+881
| +7% | +$61.2K | 0.09% | 68 |
|
|
2020
Q1 | $712K | Buy |
+12,450
| New | +$712K | 0.1% | 72 |
|
|
2019
Q4 | – | Sell |
-12,450
| Closed | -$835K | – | 1342 |
|
|
2019
Q3 | $835K | Buy |
+12,450
| New | +$835K | 0.1% | 104 |
|