Forum Financial Management’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 | $410K | Sell |
3,036
-9
| -0.3% | -$1.22K | 0.01% | 496 |
|
|
2025
Q1 | $372K | Buy |
3,045
+146
| +5% | +$17.8K | 0.01% | 482 |
|
|
2024
Q4 | $373K | Buy |
2,899
+40
| +1% | +$5.15K | 0.01% | 500 |
|
|
2024
Q3 | $359K | Buy |
2,859
+405
| +17% | +$50.9K | 0.01% | 439 |
|
|
2024
Q2 | $291K | Sell |
2,454
-240
| -9% | -$28.5K | 0.01% | 492 |
|
|
2024
Q1 | $311K | Buy |
2,694
+390
| +17% | +$45K | 0.01% | 487 |
|
|
2023
Q4 | $242K | Buy |
2,304
+11
| +0.5% | +$1.16K | ﹤0.01% | 555 |
|
|
2023
Q3 | $216K | Hold |
2,293
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $224K | Sell |
2,293
-16
| -0.7% | -$1.57K | 0.01% | 562 |
|
|
2023
Q1 | $209K | Sell |
2,309
-1,557
| -40% | -$141K | 0.01% | 551 |
|
|
2022
Q4 | $328K | Buy |
3,866
+1,135
| +42% | +$96.2K | 0.01% | 360 |
|
|
2022
Q3 | $217K | Buy |
2,731
+88
| +3% | +$6.99K | 0.01% | 474 |
|
|
2022
Q2 | $221K | Buy |
+2,643
| New | +$221K | 0.01% | 473 |
|