Gryphon Financial Partners’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 | $1.65M | Sell |
12,213
-21
| -0.2% | -$2.84K | 0.22% | 70 |
|
|
2025
Q1 | $1.49M | Buy |
12,234
+4
| +0% | +$488 | 0.22% | 67 |
|
|
2024
Q4 | $1.57M | Buy |
12,230
+5
| +0% | +$643 | 0.22% | 62 |
|
|
2024
Q3 | $1.54M | Buy |
12,225
+6
| +0% | +$754 | 0.21% | 64 |
|
|
2024
Q2 | $1.45M | Sell |
12,219
-23
| -0.2% | -$2.73K | 0.22% | 63 |
|
|
2024
Q1 | $1.41M | Sell |
12,242
-17
| -0.1% | -$1.96K | 0.23% | 60 |
|
|
2023
Q4 | $1.29M | Buy |
12,259
+13
| +0.1% | +$1.37K | 0.23% | 64 |
|
|
2023
Q3 | $1.15M | Hold |
12,246
| – | – | 0.27% | 49 |
|
|
2023
Q2 | $1.2M | Buy |
12,246
+4
| +0% | +$391 | 0.26% | 50 |
|
|
2023
Q1 | $1.11M | Buy |
12,242
+6
| +0% | +$543 | 0.25% | 52 |
|
|
2022
Q4 | $1.04M | Sell |
12,236
-22
| -0.2% | -$1.87K | 0.25% | 51 |
|
|
2022
Q3 | $975K | Sell |
12,258
-982
| -7% | -$78.1K | 0.25% | 50 |
|
|
2022
Q2 | $1.11M | Buy |
13,240
+44
| +0.3% | +$3.69K | 0.27% | 46 |
|
|
2022
Q1 | $1.33M | Buy |
13,196
+7,344
| +125% | +$741K | 0.27% | 44 |
|
|
2021
Q4 | $626K | Buy |
5,852
+8
| +0.1% | +$856 | 0.12% | 105 |
|
|
2021
Q3 | $575K | Buy |
5,844
+68
| +1% | +$6.69K | 0.13% | 90 |
|
|
2021
Q2 | $570K | Buy |
5,776
+6
| +0.1% | +$592 | 0.13% | 79 |
|
|
2021
Q1 | $529K | Buy |
5,770
+122
| +2% | +$11.2K | 0.12% | 89 |
|
|
2020
Q4 | $487K | Buy |
5,648
+8
| +0.1% | +$690 | 0.13% | 92 |
|
|
2020
Q3 | $426K | Buy |
5,640
+201
| +4% | +$15.2K | 0.13% | 94 |
|
|
2020
Q2 | $378K | Buy |
5,439
+341
| +7% | +$23.7K | 0.12% | 90 |
|
|
2020
Q1 | $292K | Buy |
5,098
+7
| +0.1% | +$401 | 0.11% | 105 |
|
|
2019
Q4 | $370K | Sell |
5,091
-33
| -0.6% | -$2.4K | 0.1% | 118 |
|
|
2019
Q3 | $344K | Buy |
5,124
+12
| +0.2% | +$806 | 0.1% | 116 |
|
|
2019
Q2 | $341K | Buy |
5,112
+4
| +0.1% | +$267 | 0.1% | 108 |
|
|
2019
Q1 | $329K | Sell |
5,108
-34,502
| -87% | -$2.22M | 0.1% | 100 |
|
|
2018
Q4 | $2.45M | Buy |
39,610
+34,515
| +677% | +$2.14M | 0.62% | 30 |
|
|
2018
Q3 | $339K | Buy |
5,095
+4
| +0.1% | +$266 | 0.1% | 105 |
|
|
2018
Q2 | $318K | Hold |
5,091
| – | – | 0.14% | 54 |
|
|
2018
Q1 | $308K | Buy |
5,091
+3
| +0.1% | +$181 | 0.16% | 56 |
|
|
2017
Q4 | $311K | Buy |
+5,088
| New | +$311K | 0.18% | 58 |
|