Financial Perspectives’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 | $143K | Buy |
1,056
+2
| +0.2% | +$270 | 0.04% | 183 |
|
|
2025
Q1 | $129K | Buy |
1,054
+1
| +0.1% | +$122 | 0.04% | 183 |
|
|
2024
Q4 | $135K | Buy |
1,053
+2
| +0.2% | +$257 | 0.05% | 180 |
|
|
2024
Q3 | $132K | Buy |
1,051
+2
| +0.2% | +$251 | 0.05% | 181 |
|
|
2024
Q2 | $125K | Buy |
1,049
+1
| +0.1% | +$119 | 0.05% | 177 |
|
|
2024
Q1 | $121K | Buy |
1,048
+85
| +9% | +$9.8K | 0.05% | 183 |
|
|
2023
Q4 | $101K | Buy |
963
+3
| +0.3% | +$316 | 0.04% | 197 |
|
|
2023
Q3 | $90.4K | Hold |
960
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $93.9K | Buy |
960
+2
| +0.2% | +$196 | 0.04% | 198 |
|
|
2023
Q1 | $86.8K | Buy |
958
+61
| +7% | +$5.53K | 0.04% | 201 |
|
|
2022
Q4 | $76K | Buy |
897
+4
| +0.4% | +$339 | 0.04% | 205 |
|
|
2022
Q3 | $71K | Buy |
893
+3
| +0.3% | +$239 | 0.04% | 206 |
|
|
2022
Q2 | $74.5K | Buy |
890
+3
| +0.3% | +$251 | 0.04% | 200 |
|
|
2022
Q1 | $89.5K | Buy |
887
+12
| +1% | +$1.21K | 0.04% | 201 |
|
|
2021
Q4 | $93.6K | Buy |
875
+67
| +8% | +$7.17K | 0.04% | 181 |
|
|
2021
Q3 | $79.5K | Buy |
808
+3
| +0.4% | +$295 | 0.04% | 188 |
|
|
2021
Q2 | $79.5K | Sell |
805
-41,724
| -98% | -$4.12M | 0.04% | 214 |
|
|
2021
Q1 | $464K | Buy |
42,529
+42,100
| +9,814% | +$459K | 0.02% | 301 |
|
|
2020
Q4 | $37K | Buy |
429
+8
| +2% | +$690 | 0.02% | 261 |
|
|
2020
Q3 | $31.8K | Buy |
421
+1
| +0.2% | +$76 | 0.02% | 235 |
|
|
2020
Q2 | $29.1K | Buy |
420
+31
| +8% | +$2.15K | 0.02% | 226 |
|
|
2020
Q1 | $22.3K | Buy |
389
+2
| +0.5% | +$114 | 0.02% | 229 |
|
|
2019
Q4 | $28.2K | Buy |
+387
| New | +$28.2K | 0.02% | 224 |
|