Independent Solutions 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 | $7.16M | Buy |
53,055
+84
| +0.2% | +$11.3K | 1.4% | 17 |
|
|
2025
Q1 | $6.46M | Sell |
52,971
-74
| -0.1% | -$9.03K | 1.45% | 19 |
|
|
2024
Q4 | $6.82M | Sell |
53,045
-15,685
| -23% | -$2.02M | 1.49% | 20 |
|
|
2024
Q3 | $8.63M | Sell |
68,730
-10,286
| -13% | -$1.29M | 1.95% | 13 |
|
|
2024
Q2 | $9.39M | Buy |
79,016
+216
| +0.3% | +$25.7K | 2.15% | 11 |
|
|
2024
Q1 | $9.09M | Sell |
78,800
-2,750
| -3% | -$317K | 2.16% | 12 |
|
|
2023
Q4 | $8.58M | Sell |
81,550
-1,875
| -2% | -$197K | 2.2% | 10 |
|
|
2023
Q3 | $7.86M | Sell |
83,425
-3,506
| -4% | -$330K | 2.04% | 10 |
|
|
2023
Q2 | $8.51M | Sell |
86,931
-118
| -0.1% | -$11.5K | 2.14% | 10 |
|
|
2023
Q1 | $7.88M | Sell |
87,049
-3,982
| -4% | -$361K | 2.32% | 10 |
|
|
2022
Q4 | $7.72M | Sell |
91,031
-22,200
| -20% | -$1.88M | 2.35% | 10 |
|
|
2022
Q3 | $9.01M | Sell |
113,231
-1,823
| -2% | -$145K | 2.95% | 7 |
|
|
2022
Q2 | $9.64M | Sell |
115,054
-118
| -0.1% | -$9.89K | 3% | 7 |
|
|
2022
Q1 | $11.6M | Sell |
115,172
-403
| -0.3% | -$40.7K | 2.74% | 7 |
|
|
2021
Q4 | $12.4M | Sell |
115,575
-4,987
| -4% | -$534K | 2.92% | 7 |
|
|
2021
Q3 | $11.9M | Sell |
120,562
-21,626
| -15% | -$2.13M | 2.94% | 6 |
|
|
2021
Q2 | $14M | Sell |
142,188
-5,997
| -4% | -$592K | 3.41% | 5 |
|
|
2021
Q1 | $13.6M | Sell |
148,185
-2,622
| -2% | -$240K | 3.73% | 5 |
|
|
2020
Q4 | $13M | Buy |
150,807
+6,872
| +5% | +$593K | 4.06% | 4 |
|
|
2020
Q3 | $10.9M | Sell |
143,935
-6,682
| -4% | -$504K | 4.15% | 4 |
|
|
2020
Q2 | $10.5M | Sell |
150,617
-7,285
| -5% | -$506K | 4.47% | 4 |
|
|
2020
Q1 | $9.03M | Buy |
157,902
+9,925
| +7% | +$568K | 4.99% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
+147,977
| New | +$10.8M | 4.76% | 3 |
|