Klingenstein Fields & Co’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 | $777K | Hold |
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|
2025
Q1 | $702K | Sell |
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|
2024
Q4 | $744K | Hold |
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|
2024
Q3 | $726K | Buy |
|
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|
2024
Q2 | $680K | Hold |
|
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|
2024
Q1 | $660K | Hold |
|
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|
2023
Q4 | $602K | Hold |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $464K | Sell |
|
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $528K | Hold |
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|
2021
Q4 | $559K | Hold |
|
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $516K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $451K | Hold |
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|
2020
Q3 | $395K | Buy |
|