HIP
HUB Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
3,893
-527
| -12% | -$71.2K | 0.02% | 342 |
|
|
2025
Q1 | $539K | Sell |
4,420
-695
| -14% | -$84.8K | 0.02% | 311 |
|
|
2024
Q4 | $658K | Sell |
5,115
-535
| -9% | -$68.8K | 0.03% | 271 |
|
|
2024
Q3 | $710K | Sell |
5,650
-222
| -4% | -$27.9K | 0.03% | 243 |
|
|
2024
Q2 | $698K | Sell |
5,872
-146
| -2% | -$17.3K | 0.03% | 229 |
|
|
2024
Q1 | $694K | Sell |
6,018
-65
| -1% | -$7.5K | 0.04% | 220 |
|
|
2023
Q4 | $640K | Sell |
6,083
-1,165
| -16% | -$123K | 0.04% | 202 |
|
|
2023
Q3 | $683K | Sell |
7,248
-3,924
| -35% | -$370K | 0.1% | 108 |
|
|
2023
Q2 | $1.09M | Buy |
11,172
+1,309
| +13% | +$128K | 0.18% | 83 |
|
|
2023
Q1 | $893K | Sell |
9,863
-822
| -8% | -$74.4K | 0.18% | 90 |
|
|
2022
Q4 | $906K | Buy |
10,685
+522
| +5% | +$44.3K | 0.2% | 46 |
|
|
2022
Q3 | $808K | Sell |
10,163
-1,344
| -12% | -$107K | 0.24% | 77 |
|
|
2022
Q2 | $964K | Sell |
11,507
-2,623
| -19% | -$220K | 0.3% | 71 |
|
|
2022
Q1 | $1.43M | Sell |
14,130
-847
| -6% | -$85.5K | 0.34% | 64 |
|
|
2021
Q4 | $1.6M | Sell |
14,977
-799
| -5% | -$85.5K | 0.37% | 69 |
|
|
2021
Q3 | $1.55M | Buy |
15,776
+1,965
| +14% | +$193K | 0.37% | 70 |
|
|
2021
Q2 | $1.36M | Sell |
13,811
-2,146
| -13% | -$212K | 0.36% | 73 |
|
|
2021
Q1 | $1.46M | Buy |
+15,957
| New | +$1.46M | 0.43% | 66 |
|