JIC
Joel Isaacson & Co’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 | $3.64M | Buy |
26,954
+79
| +0.3% | +$10.7K | 0.15% | 70 |
|
|
2025
Q1 | $3.28M | Buy |
26,875
+679
| +3% | +$82.8K | 0.15% | 66 |
|
|
2024
Q4 | $3.37M | Buy |
26,196
+89
| +0.3% | +$11.4K | 0.15% | 63 |
|
|
2024
Q3 | $3.28M | Buy |
26,107
+242
| +0.9% | +$30.4K | 0.16% | 65 |
|
|
2024
Q2 | $3.07M | Sell |
25,865
-89
| -0.3% | -$10.6K | 0.16% | 61 |
|
|
2024
Q1 | $2.99M | Buy |
25,954
+284
| +1% | +$32.7K | 0.16% | 62 |
|
|
2023
Q4 | $2.7M | Buy |
25,670
+251
| +1% | +$26.4K | 0.17% | 58 |
|
|
2023
Q3 | $2.39M | Buy |
25,419
+977
| +4% | +$92K | 0.16% | 61 |
|
|
2023
Q2 | $2.39M | Buy |
24,442
+72
| +0.3% | +$7.04K | 0.16% | 60 |
|
|
2023
Q1 | $2.21M | Buy |
24,370
+96
| +0.4% | +$8.69K | 0.16% | 65 |
|
|
2022
Q4 | $2.06M | Buy |
24,274
+4,663
| +24% | +$395K | 0.16% | 68 |
|
|
2022
Q3 | $1.56M | Sell |
19,611
-4,886
| -20% | -$389K | 0.13% | 73 |
|
|
2022
Q2 | $2.05M | Buy |
24,497
+4,952
| +25% | +$415K | 0.17% | 62 |
|
|
2022
Q1 | $1.91M | Buy |
19,545
+62
| +0.3% | +$6.06K | 0.14% | 70 |
|
|
2021
Q4 | $2.08M | Buy |
19,483
+142
| +0.7% | +$15.2K | 0.14% | 71 |
|
|
2021
Q3 | $1.9M | Hold |
19,341
| – | – | 0.14% | 71 |
|
|
2021
Q2 | $1.91M | Buy |
19,341
+109
| +0.6% | +$10.8K | 0.15% | 64 |
|
|
2021
Q1 | $1.76M | Hold |
19,232
| – | – | 0.15% | 62 |
|
|
2020
Q4 | $1.66M | Buy |
19,232
+753
| +4% | +$64.9K | 0.16% | 59 |
|
|
2020
Q3 | $1.4M | Buy |
18,479
+2,030
| +12% | +$153K | 0.18% | 61 |
|
|
2020
Q2 | $1.14M | Sell |
16,449
-1,261
| -7% | -$87.5K | 0.16% | 69 |
|
|
2020
Q1 | $1.01M | Buy |
17,710
+8,850
| +100% | +$506K | 0.18% | 62 |
|
|
2019
Q4 | $644K | Buy |
8,860
+1,860
| +27% | +$135K | 0.08% | 104 |
|
|
2019
Q3 | $469K | Buy |
7,000
+1,750
| +33% | +$117K | 0.07% | 128 |
|
|
2019
Q2 | $350K | Buy |
+5,250
| New | +$350K | 0.05% | 151 |
|