Marcum Wealth’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
Q1 | $419K | Sell |
3,437
-224
| -6% | -$27.3K | 0.04% | 217 |
|
|
2024
Q4 | $471K | Hold |
3,661
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $460K | Hold |
3,661
| – | – | 0.04% | 216 |
|
|
2024
Q2 | $435K | Sell |
3,661
-42
| -1% | -$4.99K | 0.04% | 218 |
|
|
2024
Q1 | $427K | Buy |
3,703
+135
| +4% | +$15.6K | 0.04% | 215 |
|
|
2023
Q4 | $375K | Hold |
3,568
| – | – | 0.04% | 220 |
|
|
2023
Q3 | $336K | Buy |
3,568
+586
| +20% | +$55.2K | 0.04% | 221 |
|
|
2023
Q2 | $292K | Sell |
2,982
-122
| -4% | -$11.9K | 0.03% | 251 |
|
|
2023
Q1 | $281K | Hold |
3,104
| – | – | 0.04% | 255 |
|
|
2022
Q4 | $263K | Sell |
3,104
-1
| -0% | -$85 | 0.03% | 265 |
|
|
2022
Q3 | $247K | Buy |
3,105
+23
| +0.7% | +$1.83K | 0.04% | 265 |
|
|
2022
Q2 | $258K | Buy |
3,082
+292
| +10% | +$24.4K | 0.04% | 260 |
|
|
2022
Q1 | $282K | Buy |
2,790
+2
| +0.1% | +$202 | 0.04% | 253 |
|
|
2021
Q4 | $298K | Sell |
2,788
-74
| -3% | -$7.91K | 0.04% | 255 |
|
|
2021
Q3 | $282K | Buy |
+2,862
| New | +$282K | 0.04% | 248 |
|