IF
Ironwood Financial’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 | $6.36M | Hold |
52,153
| – | – | 1.36% | 19 |
|
|
2025
Q1 | $6.36M | Buy |
52,153
+1,408
| +3% | +$172K | 1.36% | 19 |
|
|
2024
Q4 | $6.53M | Sell |
50,745
-1,684
| -3% | -$217K | 1.37% | 20 |
|
|
2024
Q3 | $6.59M | Buy |
52,429
+2,141
| +4% | +$269K | 1.38% | 19 |
|
|
2024
Q2 | $5.97M | Buy |
50,288
+2,005
| +4% | +$238K | 1.34% | 19 |
|
|
2024
Q1 | $5.57M | Sell |
48,283
-124
| -0.3% | -$14.3K | 1.28% | 21 |
|
|
2023
Q4 | $5.09M | Buy |
48,407
+3,030
| +7% | +$319K | 1.23% | 20 |
|
|
2023
Q3 | $4.27M | Buy |
45,377
+2,277
| +5% | +$214K | 1.15% | 22 |
|
|
2023
Q2 | $4.22M | Sell |
43,100
-1,895
| -4% | -$185K | 1.11% | 23 |
|
|
2023
Q1 | $4.07M | Sell |
44,995
-3,646
| -7% | -$330K | 1.14% | 20 |
|
|
2022
Q4 | $4.12M | Sell |
48,641
-2,454
| -5% | -$208K | 1.28% | 21 |
|
|
2022
Q3 | $4.06M | Sell |
51,095
-833
| -2% | -$66.3K | 1.35% | 20 |
|
|
2022
Q2 | $4.35M | Buy |
51,928
+30,760
| +145% | +$2.58M | 1.4% | 20 |
|
|
2022
Q1 | $2.14M | Sell |
21,168
-696
| -3% | -$70.3K | 0.6% | 34 |
|
|
2021
Q4 | $2.34M | Buy |
21,864
+2,482
| +13% | +$266K | 0.64% | 34 |
|
|
2021
Q3 | $1.91M | Buy |
19,382
+377
| +2% | +$37.1K | 0.56% | 35 |
|
|
2021
Q2 | $1.88M | Buy |
19,005
+7,281
| +62% | +$719K | 0.56% | 33 |
|
|
2021
Q1 | $1.07M | Buy |
11,724
+3,683
| +46% | +$337K | 0.35% | 54 |
|
|
2020
Q4 | $693K | Buy |
8,041
+2,559
| +47% | +$221K | 0.26% | 65 |
|
|
2020
Q3 | $414K | Buy |
5,482
+1,575
| +40% | +$119K | 0.21% | 50 |
|
|
2020
Q2 | $271K | Buy |
3,907
+214
| +6% | +$14.8K | 0.15% | 49 |
|
|
2020
Q1 | $211K | Sell |
3,693
-40,191
| -92% | -$2.3M | 0.14% | 34 |
|
|
2019
Q4 | $3.19M | Sell |
43,884
-1,939
| -4% | -$141K | 1.46% | 14 |
|
|
2019
Q3 | $3.07M | Buy |
45,823
+1,775
| +4% | +$119K | 1.47% | 15 |
|
|
2019
Q2 | $2.94M | Buy |
44,048
+2,230
| +5% | +$149K | 1.44% | 19 |
|
|
2019
Q1 | $2.69M | Buy |
41,818
+3,381
| +9% | +$218K | 1.39% | 18 |
|
|
2018
Q4 | $2.18M | Buy |
38,437
+12,803
| +50% | +$727K | 1.22% | 18 |
|
|
2018
Q3 | $1.71M | Buy |
25,634
+2,098
| +9% | +$140K | 0.91% | 22 |
|
|
2018
Q2 | $1.47M | Buy |
23,536
+2,947
| +14% | +$184K | 0.85% | 23 |
|
|
2018
Q1 | $1.25M | Buy |
20,589
+1,233
| +6% | +$74.6K | 1.35% | 17 |
|
|
2017
Q4 | $1.18M | Sell |
19,356
-899
| -4% | -$54.9K | 0.71% | 28 |
|
|
2017
Q3 | $1.17M | Sell |
20,255
-1,478
| -7% | -$85.2K | 0.72% | 28 |
|
|
2017
Q2 | $1.2M | Buy |
21,733
+270
| +1% | +$15K | 0.77% | 24 |
|
|
2017
Q1 | $1.16M | Sell |
21,463
-1,770
| -8% | -$95.7K | 0.77% | 23 |
|
|
2016
Q4 | $1.19M | Sell |
23,233
-1,400
| -6% | -$71.8K | 0.84% | 24 |
|
|
2016
Q3 | $1.22M | Buy |
24,633
+10,747
| +77% | +$532K | 0.87% | 23 |
|
|
2016
Q2 | $1.32M | Sell |
13,886
-880
| -6% | -$83.8K | 0.99% | 23 |
|
|
2016
Q1 | $1.38M | Buy |
+14,766
| New | +$1.38M | 1.07% | 24 |
|
|
2015
Q3 | $1.15M | Buy |
13,101
+500
| +4% | +$43.8K | 0.56% | 34 |
|
|
2015
Q2 | $1.19M | Buy |
12,601
+876
| +7% | +$82.7K | 0.56% | 34 |
|
|
2015
Q1 | $1.11M | Buy |
11,725
+2,171
| +23% | +$206K | 0.53% | 35 |
|
|
2014
Q4 | $896K | Buy |
+9,554
| New | +$896K | 0.49% | 37 |
|