Marietta Wealth Management’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 | $450K | Buy |
3,336
+33
| +1% | +$4.46K | 0.06% | 103 |
|
|
2025
Q1 | $403K | Sell |
3,303
-1,297
| -28% | -$158K | 0.06% | 98 |
|
|
2024
Q4 | $592K | Buy |
4,600
+178
| +4% | +$22.9K | 0.08% | 93 |
|
|
2024
Q3 | $555K | Sell |
4,422
-138
| -3% | -$17.3K | 0.08% | 92 |
|
|
2024
Q2 | $542K | Buy |
4,560
+415
| +10% | +$49.3K | 0.08% | 92 |
|
|
2024
Q1 | $478K | Sell |
4,145
-128
| -3% | -$14.8K | 0.08% | 93 |
|
|
2023
Q4 | $450K | Sell |
4,273
-53
| -1% | -$5.58K | 0.08% | 96 |
|
|
2023
Q3 | $407K | Buy |
4,326
+159
| +4% | +$15K | 0.08% | 94 |
|
|
2023
Q2 | $408K | Buy |
4,167
+479
| +13% | +$46.9K | 0.08% | 99 |
|
|
2023
Q1 | $334K | Buy |
3,688
+18
| +0.5% | +$1.63K | 0.07% | 98 |
|
|
2022
Q4 | $311K | Sell |
3,670
-673
| -15% | -$57.1K | 0.07% | 101 |
|
|
2022
Q3 | $345K | Buy |
4,343
+161
| +4% | +$12.8K | 0.09% | 94 |
|
|
2022
Q2 | $350K | Buy |
4,182
+257
| +7% | +$21.5K | 0.08% | 96 |
|
|
2022
Q1 | $396K | Buy |
3,925
+1,174
| +43% | +$118K | 0.08% | 93 |
|
|
2021
Q4 | $294K | Buy |
2,751
+58
| +2% | +$6.2K | 0.06% | 109 |
|
|
2021
Q3 | $265K | Buy |
2,693
+125
| +5% | +$12.3K | 0.06% | 109 |
|
|
2021
Q2 | $254K | Buy |
2,568
+346
| +16% | +$34.2K | 0.06% | 110 |
|
|
2021
Q1 | $204K | Buy |
+2,222
| New | +$204K | 0.05% | 112 |
|