Fort Point Capital Partners’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 | $529K | Hold |
3,917
| – | – | 0.04% | 202 |
|
|
2025
Q1 | $478K | Hold |
3,917
| – | – | 0.05% | 200 |
|
|
2024
Q4 | $504K | Sell |
3,917
-20
| -0.5% | -$2.57K | 0.05% | 194 |
|
|
2024
Q3 | $495K | Hold |
3,937
| – | – | 0.06% | 182 |
|
|
2024
Q2 | $468K | Hold |
3,937
| – | – | 0.06% | 196 |
|
|
2024
Q1 | $454K | Sell |
3,937
-40
| -1% | -$4.61K | 0.06% | 196 |
|
|
2023
Q4 | $419K | Sell |
3,977
-50
| -1% | -$5.26K | 0.06% | 191 |
|
|
2023
Q3 | $379K | Hold |
4,027
| – | – | 0.06% | 167 |
|
|
2023
Q2 | $394K | Sell |
4,027
-2
| -0% | -$196 | 0.06% | 177 |
|
|
2023
Q1 | $365K | Sell |
4,029
-40
| -1% | -$3.62K | 0.06% | 189 |
|
|
2022
Q4 | $345K | Hold |
4,069
| – | – | 0.05% | 185 |
|
|
2022
Q3 | $324K | Sell |
4,069
-20
| -0.5% | -$1.59K | 0.05% | 186 |
|
|
2022
Q2 | $343K | Sell |
4,089
-495
| -11% | -$41.5K | 0.06% | 192 |
|
|
2022
Q1 | $463K | Sell |
4,584
-217
| -5% | -$21.9K | 0.06% | 173 |
|
|
2021
Q4 | $514K | Buy |
4,801
+901
| +23% | +$96.5K | 0.07% | 153 |
|
|
2021
Q3 | $384K | Buy |
+3,900
| New | +$384K | 0.06% | 162 |
|