Hemington 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
Q2 | $1.53M | Hold |
11,359
| – | – | 0.22% | 37 |
|
|
2025
Q1 | $1.39M | Sell |
11,359
-44
| -0.4% | -$5.37K | 0.21% | 37 |
|
|
2024
Q4 | $1.47M | Hold |
11,403
| – | – | 0.37% | 35 |
|
|
2024
Q3 | $1.42M | Hold |
11,403
| – | – | 0.38% | 34 |
|
|
2024
Q2 | $1.35M | Hold |
11,403
| – | – | 0.46% | 35 |
|
|
2024
Q1 | $1.32M | Sell |
11,403
-10,606
| -48% | -$1.22M | 0.48% | 33 |
|
|
2023
Q4 | $2.32M | Hold |
22,009
| – | – | 0.89% | 21 |
|
|
2023
Q3 | $2.07M | Hold |
22,009
| – | – | 0.99% | 19 |
|
|
2023
Q2 | $2.15M | Hold |
22,009
| – | – | 0.87% | 22 |
|
|
2023
Q1 | $1.99M | Hold |
22,009
| – | – | 0.8% | 19 |
|
|
2022
Q4 | $1.87M | Sell |
22,009
-307
| -1% | -$26K | 0.8% | 19 |
|
|
2022
Q3 | $1.78M | Hold |
22,316
| – | – | 0.77% | 21 |
|
|
2022
Q2 | $1.87M | Sell |
22,316
-8
| -0% | -$670 | 0.74% | 22 |
|
|
2022
Q1 | $2.25M | Sell |
22,324
-5,666
| -20% | -$572K | 0.76% | 20 |
|
|
2021
Q4 | $2.41M | Buy |
27,990
+5,778
| +26% | +$498K | 1.12% | 14 |
|
|
2021
Q3 | $2.19M | Sell |
22,212
-552
| -2% | -$54.3K | 0.8% | 18 |
|
|
2021
Q2 | $2.25M | Sell |
22,764
-5,168
| -19% | -$510K | 0.96% | 17 |
|
|
2021
Q1 | $2.56M | Sell |
27,932
-58
| -0.2% | -$5.31K | 1.09% | 13 |
|
|
2020
Q4 | $2.41M | Buy |
+27,990
| New | +$2.41M | 1.12% | 14 |
|