Jones Financial Companies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.5M | Buy |
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|
2025
Q1 | $46.9M | Buy |
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|
2024
Q4 | $35.5M | Buy |
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|
2024
Q3 | $25.6M | Buy |
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|
2024
Q2 | $15.4M | Buy |
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|
2024
Q1 | $9.76M | Buy |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $989K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $285K | Buy |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $264K | Buy |
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