GIM
Goelzer Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
2,808
| – | – | 0.02% | 207 |
|
|
2025
Q1 | $343K | Sell |
2,808
-163
| -5% | -$19.9K | 0.02% | 205 |
|
|
2024
Q4 | $382K | Sell |
2,971
-237
| -7% | -$30.5K | 0.02% | 197 |
|
|
2024
Q3 | $403K | Sell |
3,208
-990
| -24% | -$124K | 0.02% | 188 |
|
|
2024
Q2 | $499K | Hold |
4,198
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $484K | Buy |
+4,198
| New | +$484K | 0.03% | 185 |
|
|
2023
Q4 | – | Sell |
-2,210
| Closed | -$208K | – | 233 |
|
|
2023
Q3 | $208K | Hold |
2,210
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $216K | Sell |
2,210
-355
| -14% | -$34.7K | 0.02% | 216 |
|
|
2023
Q1 | $232K | Hold |
2,565
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $218K | Sell |
2,565
-840
| -25% | -$71.2K | 0.02% | 229 |
|
|
2022
Q3 | $271K | Buy |
3,405
+840
| +33% | +$66.9K | 0.03% | 210 |
|
|
2022
Q2 | $215K | Hold |
2,565
| – | – | 0.02% | 212 |
|
|
2022
Q1 | $259K | Sell |
2,565
-87
| -3% | -$8.79K | 0.02% | 203 |
|
|
2021
Q4 | $284K | Buy |
+2,652
| New | +$284K | 0.02% | 207 |
|