Fulcrum Equity 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 | $10.9M | Buy |
80,410
+219
| +0.3% | +$29.6K | 11.15% | 1 |
|
|
2025
Q1 | $9.78M | Sell |
80,191
-312
| -0.4% | -$38.1K | 10.69% | 1 |
|
|
2024
Q4 | $10.4M | Sell |
80,503
-263
| -0.3% | -$33.8K | 10.24% | 1 |
|
|
2024
Q3 | $10.1M | Sell |
80,766
-249
| -0.3% | -$31.3K | 8.57% | 1 |
|
|
2024
Q2 | $9.62M | Buy |
81,015
+76,754
| +1,801% | +$9.12M | 8.64% | 1 |
|
|
2024
Q1 | $491K | Sell |
4,261
-32
| -0.7% | -$3.69K | 0.58% | 55 |
|
|
2023
Q4 | $452K | Buy |
+4,293
| New | +$452K | 0.56% | 46 |
|
|
2021
Q3 | – | Sell |
-3,368
| Closed | -$333K | – | 204 |
|
|
2021
Q2 | $333K | Buy |
+3,368
| New | +$333K | 0.12% | 133 |
|