Fidelis Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.56M Sell
2025
Q2
$1.57M Buy
2025
Q1
$1.29M Sell
2024
Q4
$1.68M Sell
2024
Q3
$1.66M Sell
2024
Q2
$2.09M Sell
2024
Q1
$2.15M Sell
2023
Q4
$2.25M Sell
2023
Q3
$2.46M Buy
2023
Q2
$2.44M Buy
2023
Q1
$2.09M Buy
2022
Q4
$1.37M Buy