Focus Partners Wealth’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
$661M Buy
4,894,023
+219,211
+5% +$29.6M 1.43% 10
2025
Q1
$570M Buy
4,674,812
+162,687
+4% +$19.8M 1.43% 9
2024
Q4
$580M Buy
4,512,125
+342,997
+8% +$44.1M 1.51% 9
2024
Q3
$524M Buy
4,169,128
+3,662,872
+724% +$460M 1.67% 8
2024
Q2
$60.1M Buy
506,256
+273,392
+117% +$32.5M 0.2% 115
2024
Q1
$26.8M Buy
232,864
+5,098
+2% +$588K 0.22% 122
2023
Q4
$24M Buy
+227,766
New +$24M 0.31% 87