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