Financial Management Network’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 | $278K | Sell |
2,029
-873
| -30% | -$119K | 0.05% | 150 |
|
2025
Q1 | $319K | Buy |
2,902
+39
| +1% | +$4.29K | 0.07% | 125 |
|
2024
Q4 | $372K | Sell |
2,863
-337
| -11% | -$43.8K | 0.08% | 121 |
|
2024
Q3 | $401K | Sell |
3,200
-36
| -1% | -$4.52K | 0.08% | 124 |
|
2024
Q2 | $391K | Sell |
3,236
-444
| -12% | -$53.6K | 0.09% | 114 |
|
2024
Q1 | $416K | Buy |
3,680
+42
| +1% | +$4.74K | 0.1% | 109 |
|
2023
Q4 | $376K | Sell |
3,638
-16
| -0.4% | -$1.65K | 0.11% | 104 |
|
2023
Q3 | $341K | Buy |
3,654
+72
| +2% | +$6.72K | 0.11% | 110 |
|
2023
Q2 | $351K | Buy |
+3,582
| New | +$351K | 0.12% | 108 |
|
2022
Q2 | – | Sell |
-2,154
| Closed | -$220K | – | 126 |
|
2022
Q1 | $220K | Sell |
2,154
-170
| -7% | -$17.4K | 0.11% | 110 |
|
2021
Q4 | $250K | Buy |
2,324
+124
| +6% | +$13.3K | 0.11% | 114 |
|
2021
Q3 | $216K | Buy |
2,200
+1
| +0% | +$98 | 0.11% | 119 |
|
2021
Q2 | $220K | Buy |
2,199
+65
| +3% | +$6.5K | 0.11% | 118 |
|
2021
Q1 | $206K | Buy |
+2,134
| New | +$206K | 0.11% | 122 |
|