Heartwood Wealth Advisors’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 | $373K | Hold |
2,761
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $337K | Sell |
2,761
-242
| -8% | -$29.5K | 0.04% | 125 |
|
|
2024
Q4 | $386K | Hold |
3,003
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $377K | Hold |
3,003
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $357K | Hold |
3,003
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $346K | Sell |
3,003
-125
| -4% | -$14.4K | 0.04% | 108 |
|
|
2023
Q4 | $329K | Hold |
3,128
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $295K | Hold |
3,128
| – | – | 0.04% | 103 |
|
|
2023
Q2 | $306K | Hold |
3,128
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $283K | Buy |
+3,128
| New | +$283K | 0.04% | 106 |
|