Gradient Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Buy |
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|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $195K | Buy |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $160K | Buy |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $47K | Sell |
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|
2019
Q3 | $101K | Sell |
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|
2019
Q2 | $19.3M | Buy |
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|
2019
Q1 | $15M | Buy |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $56K | Buy |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $129K | Sell |
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|
2017
Q4 | $179K | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $205K | Sell |
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|
2017
Q1 | $293K | Sell |
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|
2016
Q4 | $301K | Sell |
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|
2016
Q3 | $295K | Sell |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $364K | Sell |
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|
2015
Q4 | $435K | Sell |
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|
2015
Q3 | $450K | Sell |
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|
2015
Q2 | $612K | Sell |
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|
2015
Q1 | $709K | Sell |
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|
2014
Q4 | $819K | Sell |
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|
2014
Q3 | $918K | Sell |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $1.09M | Sell |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.43M | Sell |
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|
2013
Q2 | $2.33M | Buy |
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