Financial Engines Advisors’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 | $2.87M | Buy |
21,237
+2,092
| +11% | +$282K | 0.01% | 183 |
|
|
2025
Q1 | $2.34M | Sell |
19,145
-395
| -2% | -$48.2K | 0.01% | 181 |
|
|
2024
Q4 | $2.51M | Buy |
19,540
+2,485
| +15% | +$320K | 0.01% | 184 |
|
|
2024
Q3 | $2.14M | Buy |
17,055
+1,048
| +7% | +$132K | ﹤0.01% | 179 |
|
|
2024
Q2 | $1.9M | Buy |
16,007
+1,102
| +7% | +$131K | ﹤0.01% | 174 |
|
|
2024
Q1 | $1.72M | Buy |
14,905
+662
| +5% | +$76.3K | ﹤0.01% | 168 |
|
|
2023
Q4 | $1.5M | Buy |
14,243
+4,164
| +41% | +$438K | ﹤0.01% | 161 |
|
|
2023
Q3 | $954K | Buy |
10,079
+1,043
| +12% | +$98.7K | ﹤0.01% | 169 |
|
|
2023
Q2 | $884K | Sell |
9,036
-1,651
| -15% | -$162K | ﹤0.01% | 178 |
|
|
2023
Q1 | $968K | Sell |
10,687
-791
| -7% | -$71.6K | ﹤0.01% | 181 |
|
|
2022
Q4 | $973K | Buy |
11,478
+8,351
| +267% | +$708K | ﹤0.01% | 173 |
|
|
2022
Q3 | $248K | Sell |
3,127
-1,974
| -39% | -$157K | ﹤0.01% | 258 |
|
|
2022
Q2 | $427K | Buy |
+5,101
| New | +$427K | ﹤0.01% | 216 |
|