Golden State Wealth 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 | $663K | Sell |
4,912
-150
| -3% | -$20.3K | 0.08% | 188 |
|
|
2025
Q1 | $618K | Sell |
5,062
-98
| -2% | -$12K | 0.09% | 174 |
|
|
2024
Q4 | $664K | Buy |
+5,160
| New | +$664K | 0.1% | 165 |
|
|
2022
Q1 | $308K | Sell |
3,047
-256
| -8% | -$25.9K | 0.06% | 234 |
|
|
2021
Q4 | $353K | Buy |
3,303
+43
| +1% | +$4.6K | 0.06% | 265 |
|
|
2021
Q3 | $321K | Buy |
3,260
+341
| +12% | +$33.6K | 0.07% | 220 |
|
|
2021
Q2 | $288K | Buy |
2,919
+6
| +0.2% | +$592 | 0.06% | 232 |
|
|
2021
Q1 | $266K | Sell |
2,913
-194
| -6% | -$17.7K | 0.09% | 159 |
|
|
2020
Q4 | $268K | Sell |
3,107
-50
| -2% | -$4.31K | 0.08% | 196 |
|
|
2020
Q3 | $238K | Buy |
+3,157
| New | +$238K | 0.08% | 172 |
|
|
2020
Q2 | – | Sell |
-44,670
| Closed | -$2.56M | – | 535 |
|
|
2020
Q1 | $2.56M | Buy |
+44,670
| New | +$2.56M | 1.13% | 18 |
|
|
2019
Q4 | – | Sell |
-48,350
| Closed | -$3.24M | – | 484 |
|
|
2019
Q3 | $3.24M | Sell |
48,350
-5,830
| -11% | -$391K | 1.07% | 21 |
|
|
2019
Q2 | $3.61M | Sell |
54,180
-7,723
| -12% | -$515K | 1.15% | 20 |
|
|
2019
Q1 | $3.99M | Buy |
+61,903
| New | +$3.99M | 1.33% | 13 |
|