Gerber Kawasaki Wealth & Investment 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 | $757K | Buy |
5,604
+2,015
| +56% | +$272K | 0.03% | 164 |
|
|
2025
Q1 | $438K | Buy |
3,589
+209
| +6% | +$25.5K | 0.02% | 202 |
|
|
2024
Q4 | $435K | Buy |
3,380
+791
| +31% | +$102K | 0.02% | 199 |
|
|
2024
Q3 | $325K | Buy |
2,589
+632
| +32% | +$79.4K | 0.02% | 222 |
|
|
2024
Q2 | $233K | Buy |
1,957
+5
| +0.3% | +$594 | 0.01% | 252 |
|
|
2024
Q1 | $225K | Buy |
+1,952
| New | +$225K | 0.01% | 255 |
|
|
2022
Q3 | – | Sell |
-1,731
| Closed | -$301K | – | 250 |
|
|
2022
Q2 | $301K | Buy |
+1,731
| New | +$301K | 0.03% | 189 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 677 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 819 |
|