Klingman & Associates’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 | $1.84M | Buy |
13,606
+201
| +1% | +$27.1K | 0.1% | 83 |
|
|
2025
Q1 | $1.64M | Sell |
13,405
-439
| -3% | -$53.6K | 0.1% | 82 |
|
|
2024
Q4 | $1.78M | Buy |
13,844
+129
| +0.9% | +$16.6K | 0.11% | 78 |
|
|
2024
Q3 | $1.72M | Sell |
13,715
-3,532
| -20% | -$444K | 0.11% | 82 |
|
|
2024
Q2 | $2.05M | Sell |
17,247
-139
| -0.8% | -$16.5K | 0.14% | 65 |
|
|
2024
Q1 | $2M | Sell |
17,386
-812
| -4% | -$93.6K | 0.14% | 67 |
|
|
2023
Q4 | $1.91M | Buy |
18,198
+333
| +2% | +$35K | 0.14% | 66 |
|
|
2023
Q3 | $1.68M | Buy |
17,865
+4,511
| +34% | +$425K | 0.14% | 68 |
|
|
2023
Q2 | $1.31M | Buy |
13,354
+357
| +3% | +$34.9K | 0.11% | 75 |
|
|
2023
Q1 | $1.18M | Buy |
12,997
+376
| +3% | +$34K | 0.1% | 75 |
|
|
2022
Q4 | $1.07M | Sell |
12,621
-2,284
| -15% | -$194K | 0.09% | 76 |
|
|
2022
Q3 | $1.19M | Buy |
14,905
+1,915
| +15% | +$152K | 0.12% | 68 |
|
|
2022
Q2 | $1.09M | Buy |
12,990
+5,092
| +64% | +$426K | 0.11% | 71 |
|
|
2022
Q1 | $797K | Sell |
7,898
-913
| -10% | -$92.1K | 0.07% | 82 |
|
|
2021
Q4 | $943K | Buy |
8,811
+15
| +0.2% | +$1.61K | 0.08% | 72 |
|
|
2021
Q3 | $865K | Buy |
8,796
+216
| +3% | +$21.2K | 0.08% | 74 |
|
|
2021
Q2 | $847K | Hold |
8,580
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $786K | Buy |
8,580
+1,686
| +24% | +$154K | 0.08% | 78 |
|
|
2020
Q4 | $594K | Buy |
6,894
+4,191
| +155% | +$361K | 0.07% | 83 |
|
|
2020
Q3 | $204K | Buy |
+2,703
| New | +$204K | 0.03% | 135 |
|
|
2019
Q4 | – | Sell |
-4,284
| Closed | -$287K | – | 136 |
|
|
2019
Q3 | $287K | Buy |
+4,284
| New | +$287K | 0.05% | 101 |
|