Family Wealth Partners’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 | $37.4M | Buy |
277,018
+7,557
| +3% | +$1.02M | 14.97% | 2 |
|
|
2025
Q1 | $32.9M | Buy |
269,461
+14,105
| +6% | +$1.72M | 15.01% | 2 |
|
|
2024
Q4 | $32.8M | Buy |
255,356
+41,591
| +19% | +$5.35M | 15.61% | 2 |
|
|
2024
Q3 | $26.9M | Buy |
213,765
+3,061
| +1% | +$385K | 13.74% | 2 |
|
|
2024
Q2 | $25M | Buy |
210,704
+26,030
| +14% | +$3.09M | 12.99% | 2 |
|
|
2024
Q1 | $21.3M | Buy |
184,674
+68,344
| +59% | +$7.88M | 12.07% | 2 |
|
|
2023
Q4 | $12.2M | Buy |
+116,330
| New | +$12.2M | 9.45% | 2 |
|