Financial Designs’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 | $36.1M | Sell |
267,136
-4,224
| -2% | -$570K | 22.11% | 1 |
|
2025
Q1 | $33.1M | Sell |
271,360
-7,358
| -3% | -$898K | 23.06% | 1 |
|
2024
Q4 | $35.8M | Sell |
278,718
-16,836
| -6% | -$2.17M | 23.61% | 1 |
|
2024
Q3 | $37.1M | Sell |
295,554
-1,024
| -0.3% | -$129K | 23.96% | 1 |
|
2024
Q2 | $35.2M | Sell |
296,578
-6,745
| -2% | -$801K | 24.21% | 1 |
|
2024
Q1 | $35M | Sell |
303,323
-10,205
| -3% | -$1.18M | 23.05% | 1 |
|
2023
Q4 | $33M | Buy |
313,528
+309,207
| +7,156% | +$32.5M | 26.98% | 1 |
|
2023
Q3 | $407K | Buy |
+4,321
| New | +$407K | 0.31% | 18 |
|