Kovitz Investment Group Partners’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 | $45.6M | Buy |
337,836
+17,033
| +5% | +$2.3M | 0.2% | 105 |
|
|
2025
Q1 | $39.1M | Sell |
320,803
-26,265
| -8% | -$3.2M | 0.2% | 106 |
|
|
2024
Q4 | $44.6M | Buy |
347,068
+2,446
| +0.7% | +$315K | 0.22% | 97 |
|
|
2024
Q3 | $43M | Buy |
344,622
+102,650
| +42% | +$12.8M | 0.31% | 73 |
|
|
2024
Q2 | $28.7M | Buy |
241,972
+6,333
| +3% | +$752K | 0.25% | 71 |
|
|
2024
Q1 | $27.2M | Sell |
235,639
-34,648
| -13% | -$3.99M | 0.35% | 46 |
|
|
2023
Q4 | $28.4M | Sell |
270,287
-8,991
| -3% | -$946K | 0.47% | 37 |
|
|
2023
Q3 | $26.3M | Sell |
279,278
-15,275
| -5% | -$1.44M | 0.47% | 39 |
|
|
2023
Q2 | $28.8M | Buy |
294,553
+65,290
| +28% | +$6.39M | 0.42% | 42 |
|
|
2023
Q1 | $20.8M | Buy |
+229,263
| New | +$20.8M | 0.36% | 47 |
|