FineMark National Bank & Trust’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 | $295K | Buy |
2,188
+324
| +17% | +$43.8K | 0.01% | 381 |
|
|
2025
Q1 | $227K | Buy |
+1,864
| New | +$227K | 0.01% | 397 |
|
|
2016
Q3 | – | Sell |
-232
| Closed | -$11K | – | 1374 |
|
|
2016
Q2 | $11K | Buy |
232
+2
| +0.9% | +$95 | ﹤0.01% | 930 |
|
|
2016
Q1 | $11K | Buy |
230
+2
| +0.9% | +$96 | ﹤0.01% | 892 |
|
|
2015
Q4 | $11K | Buy |
228
+2
| +0.9% | +$96 | ﹤0.01% | 920 |
|
|
2015
Q3 | $10K | Hold |
226
| – | – | ﹤0.01% | 968 |
|
|
2015
Q2 | $11K | Buy |
226
+2
| +0.9% | +$97 | ﹤0.01% | 981 |
|
|
2015
Q1 | $11K | Hold |
224
| – | – | ﹤0.01% | 985 |
|
|
2014
Q4 | $10K | Buy |
224
+2
| +0.9% | +$89 | ﹤0.01% | 1032 |
|
|
2014
Q3 | $10K | Hold |
222
| – | – | ﹤0.01% | 1018 |
|
|
2014
Q2 | $10K | Buy |
222
+2
| +0.9% | +$90 | ﹤0.01% | 1032 |
|
|
2014
Q1 | $9K | Hold |
220
| – | – | ﹤0.01% | 1063 |
|
|
2013
Q4 | $9K | Buy |
220
+2
| +0.9% | +$82 | ﹤0.01% | 1038 |
|
|
2013
Q3 | $8K | Hold |
218
| – | – | ﹤0.01% | 1021 |
|
|
2013
Q2 | $8K | Buy |
+218
| New | +$8K | ﹤0.01% | 1008 |
|