HeadInvest LLC’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 | $286K | Hold |
2,119
| – | – | 0.06% | 185 |
|
|
2025
Q1 | $259K | Buy |
2,119
+97
| +5% | +$11.8K | 0.05% | 204 |
|
|
2024
Q4 | $260K | Buy |
2,022
+113
| +6% | +$14.5K | 0.05% | 203 |
|
|
2024
Q3 | $240K | Buy |
1,909
+14
| +0.7% | +$1.76K | 0.04% | 216 |
|
|
2024
Q2 | $225K | Buy |
1,895
+48
| +3% | +$5.7K | 0.04% | 212 |
|
|
2024
Q1 | $213K | Buy |
+1,847
| New | +$213K | 0.04% | 226 |
|
|
2023
Q4 | – | Sell |
-1,735
| Closed | -$163K | – | 451 |
|
|
2023
Q3 | $163K | Buy |
+1,735
| New | +$163K | 0.04% | 237 |
|