IAG Wealth 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 | $46.6K | Hold |
345
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $42.1K | Sell |
345
-18
| -5% | -$2.2K | 0.01% | 207 |
|
|
2024
Q4 | $46.7K | Sell |
363
-116
| -24% | -$14.9K | 0.01% | 196 |
|
|
2024
Q3 | $60.2K | Buy |
479
+181
| +61% | +$22.7K | 0.01% | 172 |
|
|
2024
Q2 | $35.4K | Hold |
298
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $34.4K | Hold |
298
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $31.4K | Hold |
298
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $28.1K | Sell |
298
-51
| -15% | -$4.8K | 0.01% | 194 |
|
|
2023
Q2 | $34.1K | Hold |
349
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $31.6K | Hold |
349
| – | – | 0.01% | 179 |
|
|
2022
Q4 | $29.6K | Sell |
349
-18
| -5% | -$1.53K | 0.01% | 176 |
|
|
2022
Q3 | $29K | Hold |
367
| – | – | 0.01% | 170 |
|
|
2022
Q2 | $31K | Hold |
367
| – | – | 0.01% | 166 |
|
|
2022
Q1 | $37K | Sell |
367
-50
| -12% | -$5.04K | 0.01% | 167 |
|
|
2021
Q4 | $45K | Buy |
417
+50
| +14% | +$5.4K | 0.01% | 145 |
|
|
2021
Q3 | $37K | Sell |
367
-115
| -24% | -$11.6K | 0.01% | 146 |
|
|
2021
Q2 | $48K | Sell |
482
-36
| -7% | -$3.59K | 0.02% | 123 |
|
|
2021
Q1 | $48K | Sell |
518
-146
| -22% | -$13.5K | 0.02% | 118 |
|
|
2020
Q4 | $58K | Sell |
664
-211
| -24% | -$18.4K | 0.02% | 101 |
|
|
2020
Q3 | $67K | Sell |
875
-272
| -24% | -$20.8K | 0.03% | 88 |
|
|
2020
Q2 | $80K | Hold |
1,147
| – | – | 0.04% | 77 |
|
|
2020
Q1 | $66K | Sell |
1,147
-2,338
| -67% | -$135K | 0.04% | 82 |
|
|
2019
Q4 | $254K | Buy |
+3,485
| New | +$254K | 0.17% | 41 |
|