Jackson Grant Investment Advisers’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 | $239K | Buy |
1,771
+2
| +0.1% | +$270 | 0.09% | 93 |
|
|
2025
Q1 | $216K | Buy |
1,769
+76
| +4% | +$9.27K | 0.08% | 99 |
|
|
2024
Q4 | $218K | Buy |
1,693
+3
| +0.2% | +$386 | 0.08% | 96 |
|
|
2024
Q3 | $212K | Buy |
1,690
+3
| +0.2% | +$377 | 0.08% | 100 |
|
|
2024
Q2 | $200K | Sell |
1,687
-425
| -20% | -$50.5K | 0.08% | 103 |
|
|
2024
Q1 | $244K | Buy |
2,112
+630
| +43% | +$72.6K | 0.1% | 95 |
|
|
2023
Q4 | $156K | Buy |
1,482
+3
| +0.2% | +$316 | 0.07% | 113 |
|
|
2023
Q3 | $139K | Buy |
1,479
+17
| +1% | +$1.6K | 0.07% | 114 |
|
|
2023
Q2 | $143K | Buy |
1,462
+30
| +2% | +$2.94K | 0.07% | 119 |
|
|
2023
Q1 | $130K | Buy |
1,432
+720
| +101% | +$65.2K | 0.06% | 130 |
|
|
2022
Q4 | $60.4K | Buy |
712
+124
| +21% | +$10.5K | 0.03% | 167 |
|
|
2022
Q3 | $47K | Buy |
588
+27
| +5% | +$2.16K | 0.02% | 175 |
|
|
2022
Q2 | $47K | Buy |
561
+64
| +13% | +$5.36K | 0.02% | 186 |
|
|
2022
Q1 | $50K | Buy |
497
+328
| +194% | +$33K | 0.02% | 203 |
|
|
2021
Q4 | $18K | Buy |
+169
| New | +$18K | 0.01% | 245 |
|