Key Financial Inc’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 | $258K | Buy |
1,913
+127
| +7% | +$17.2K | 0.05% | 242 |
|
|
2025
Q1 | $218K | Hold |
1,786
| – | – | 0.05% | 254 |
|
|
2024
Q4 | $230K | Sell |
1,786
-119
| -6% | -$15.3K | 0.05% | 235 |
|
|
2024
Q3 | $239K | Hold |
1,905
| – | – | 0.05% | 230 |
|
|
2024
Q2 | $226K | Hold |
1,905
| – | – | 0.05% | 228 |
|
|
2024
Q1 | $220K | Hold |
1,905
| – | – | 0.06% | 221 |
|
|
2023
Q4 | $200K | Hold |
1,905
| – | – | 0.05% | 224 |
|
|
2023
Q3 | $179K | Hold |
1,905
| – | – | 0.06% | 217 |
|
|
2023
Q2 | $186K | Sell |
1,905
-64
| -3% | -$6.26K | 0.06% | 219 |
|
|
2023
Q1 | $178K | Buy |
1,969
+518
| +36% | +$46.9K | 0.07% | 208 |
|
|
2022
Q4 | $115K | Hold |
1,451
| – | – | 0.05% | 231 |
|
|
2022
Q3 | $115K | Buy |
1,451
+1,387
| +2,167% | +$110K | 0.05% | 235 |
|
|
2022
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $6K | Sell |
64
-136
| -68% | -$12.8K | ﹤0.01% | 748 |
|
|
2021
Q4 | $21K | Hold |
200
| – | – | 0.01% | 484 |
|
|
2021
Q3 | $20K | Hold |
200
| – | – | 0.01% | 471 |
|
|
2021
Q2 | $20K | Buy |
200
+136
| +213% | +$13.6K | 0.01% | 470 |
|
|
2021
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 566 |
|
|
2020
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 525 |
|