Investment Advisory Group’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 | $5.62M | Buy |
41,648
+315
| +0.8% | +$42.5K | 1.7% | 13 |
|
|
2025
Q1 | $5.04M | Buy |
41,333
+774
| +2% | +$94.4K | 1.69% | 14 |
|
|
2024
Q4 | $5.22M | Buy |
40,559
+1,249
| +3% | +$161K | 1.75% | 16 |
|
|
2024
Q3 | $4.94M | Sell |
39,310
-6
| -0% | -$754 | 1.71% | 15 |
|
|
2024
Q2 | $4.67M | Buy |
39,316
+361
| +0.9% | +$42.9K | 1.8% | 16 |
|
|
2024
Q1 | $4.49M | Buy |
38,955
+401
| +1% | +$46.2K | 1.86% | 15 |
|
|
2023
Q4 | $4.06M | Buy |
38,554
+872
| +2% | +$91.8K | 1.86% | 15 |
|
|
2023
Q3 | $3.55M | Sell |
37,682
-135
| -0.4% | -$12.7K | 1.84% | 14 |
|
|
2023
Q2 | $3.7M | Buy |
37,817
+2,777
| +8% | +$272K | 1.89% | 15 |
|
|
2023
Q1 | $3.17M | Buy |
35,040
+457
| +1% | +$41.4K | 1.82% | 15 |
|
|
2022
Q4 | $2.93M | Buy |
34,583
+1,264
| +4% | +$107K | 1.8% | 16 |
|
|
2022
Q3 | $2.65M | Sell |
33,319
-1,135
| -3% | -$90.3K | 1.84% | 14 |
|
|
2022
Q2 | $2.88M | Buy |
34,454
+426
| +1% | +$35.6K | 1.96% | 15 |
|
|
2022
Q1 | $3.43M | Buy |
34,028
+116
| +0.3% | +$11.7K | 2.09% | 12 |
|
|
2021
Q4 | $3.42M | Buy |
+33,912
| New | +$3.42M | 2.19% | 12 |
|