McAdam LLC’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 | – | Sell |
-1,915
| Closed | -$246K | – | 365 |
|
|
2024
Q4 | $246K | Sell |
1,915
-30
| -2% | -$3.86K | 0.01% | 314 |
|
|
2024
Q3 | $244K | Sell |
1,945
-1,697
| -47% | -$213K | 0.01% | 289 |
|
|
2024
Q2 | $433K | Buy |
+3,642
| New | +$433K | 0.03% | 191 |
|
|
2018
Q4 | – | Sell |
-403
| Closed | -$27K | – | 328 |
|
|
2018
Q3 | $27K | Buy |
403
+13
| +3% | +$871 | 0.01% | 221 |
|
|
2018
Q2 | $24K | Buy |
+390
| New | +$24K | 0.01% | 216 |
|