Madden Advisory Services’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 | $710K | Sell |
5,256
-4
| -0.1% | -$540 | 0.3% | 59 |
|
|
2025
Q1 | $642K | Sell |
5,260
-22
| -0.4% | -$2.68K | 0.3% | 61 |
|
|
2024
Q4 | $679K | Sell |
5,282
-2,065
| -28% | -$266K | 0.32% | 57 |
|
|
2024
Q3 | $923K | Buy |
7,347
+146
| +2% | +$18.3K | 0.42% | 52 |
|
|
2024
Q2 | $855K | Buy |
7,201
+260
| +4% | +$30.9K | 0.43% | 50 |
|
|
2024
Q1 | $800K | Buy |
6,941
+342
| +5% | +$39.4K | 0.42% | 51 |
|
|
2023
Q4 | $694K | Sell |
6,599
-129
| -2% | -$13.6K | 0.39% | 51 |
|
|
2023
Q3 | $634K | Sell |
6,728
-332
| -5% | -$31.3K | 0.4% | 51 |
|
|
2023
Q2 | $691K | Hold |
7,060
| – | – | 0.45% | 46 |
|
|
2023
Q1 | $639K | Sell |
7,060
-287
| -4% | -$26K | 0.45% | 46 |
|
|
2022
Q4 | $623K | Hold |
7,347
| – | – | 0.47% | 44 |
|
|
2022
Q3 | $584K | Hold |
7,347
| – | – | 0.47% | 43 |
|
|
2022
Q2 | $616K | Hold |
7,347
| – | – | 0.47% | 45 |
|
|
2022
Q1 | $742K | Hold |
7,347
| – | – | 0.5% | 41 |
|
|
2021
Q4 | $786K | Sell |
7,347
-99
| -1% | -$10.6K | 0.52% | 39 |
|
|
2021
Q3 | $733K | Sell |
7,446
-388
| -5% | -$38.2K | 0.52% | 39 |
|
|
2021
Q2 | $774K | Hold |
7,834
| – | – | 0.57% | 32 |
|
|
2021
Q1 | $718K | Buy |
7,834
+102
| +1% | +$9.35K | 0.56% | 32 |
|
|
2020
Q4 | $667K | Sell |
7,732
-41
| -0.5% | -$3.54K | 0.56% | 33 |
|
|
2020
Q3 | $586K | Buy |
7,773
+2,379
| +44% | +$179K | 0.56% | 33 |
|
|
2020
Q2 | $374K | Sell |
5,394
-129,310
| -96% | -$8.97M | 0.39% | 43 |
|
|
2020
Q1 | $7.71M | Buy |
+134,704
| New | +$7.71M | 5.34% | 4 |
|