Kingswood Wealth Advisors’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 | $561K | Buy |
4,157
+7
| +0.2% | +$945 | 0.04% | 381 |
|
|
2025
Q1 | $506K | Sell |
4,150
-1,104
| -21% | -$135K | 0.05% | 394 |
|
|
2024
Q4 | $676K | Buy |
5,254
+595
| +13% | +$76.5K | 0.05% | 360 |
|
|
2024
Q3 | $585K | Buy |
4,659
+949
| +26% | +$119K | 0.04% | 415 |
|
|
2024
Q2 | $441K | Buy |
3,710
+1,184
| +47% | +$141K | 0.04% | 422 |
|
|
2024
Q1 | $291K | Sell |
2,526
-681
| -21% | -$78.5K | 0.03% | 488 |
|
|
2023
Q4 | $337K | Buy |
+3,207
| New | +$337K | 0.04% | 439 |
|