Greenhouse 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
Q1 | – | Sell |
-7,985
| Closed | -$1.03M | – | 56 |
|
|
2024
Q4 | $1.03M | Buy |
7,985
+29
| +0.4% | +$3.73K | 0.68% | 20 |
|
|
2024
Q3 | $999K | Buy |
7,956
+29
| +0.4% | +$3.64K | 0.67% | 20 |
|
|
2024
Q2 | $942K | Buy |
7,927
+23
| +0.3% | +$2.73K | 0.69% | 20 |
|
|
2024
Q1 | $911K | Buy |
7,904
+21
| +0.3% | +$2.42K | 0.68% | 20 |
|
|
2023
Q4 | $830K | Buy |
7,883
+72
| +0.9% | +$7.58K | 0.67% | 20 |
|
|
2023
Q3 | $736K | Hold |
7,811
| – | – | 0.66% | 22 |
|
|
2023
Q2 | $764K | Buy |
7,811
+23
| +0.3% | +$2.25K | 0.67% | 22 |
|
|
2023
Q1 | $705K | Buy |
7,788
+30
| +0.4% | +$2.72K | 0.67% | 23 |
|
|
2022
Q4 | $658K | Buy |
7,758
+76
| +1% | +$6.45K | 0.66% | 23 |
|
|
2022
Q3 | $611K | Hold |
7,682
| – | – | 0.68% | 20 |
|
|
2022
Q2 | $644K | Buy |
7,682
+25
| +0.3% | +$2.1K | 0.69% | 22 |
|
|
2022
Q1 | $773K | Buy |
7,657
+25
| +0.3% | +$2.52K | 0.72% | 20 |
|
|
2021
Q4 | $817K | Buy |
7,632
+55
| +0.7% | +$5.89K | 0.73% | 19 |
|
|
2021
Q3 | $745K | Hold |
7,577
| – | – | 0.71% | 19 |
|
|
2021
Q2 | $748K | Buy |
7,577
+43
| +0.6% | +$4.25K | 0.69% | 20 |
|
|
2021
Q1 | $690K | Sell |
7,534
-875
| -10% | -$80.1K | 0.68% | 24 |
|
|
2020
Q4 | $725K | Buy |
+8,409
| New | +$725K | 0.72% | 23 |
|