McClarren Financial Advisors’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 | $783K | Buy |
5,795
+18
| +0.3% | +$2.43K | 0.51% | 40 |
|
|
2025
Q1 | $704K | Buy |
+5,777
| New | +$704K | 0.47% | 38 |
|
|
2024
Q4 | – | Sell |
-5,739
| Closed | -$721 | – | 256 |
|
|
2024
Q3 | $721 | Buy |
5,739
+5,383
| +1,512% | +$676 | 0.09% | 45 |
|
|
2024
Q2 | $679K | Sell |
356
-6,251
| -95% | -$11.9M | 0.47% | 39 |
|
|
2024
Q1 | $762K | Buy |
6,607
+16
| +0.2% | +$1.85K | 0.55% | 34 |
|
|
2023
Q4 | $694K | Buy |
6,591
+958
| +17% | +$101K | 0.53% | 32 |
|
|
2023
Q3 | $530K | Sell |
5,633
-339
| -6% | -$31.9K | 0.46% | 36 |
|
|
2023
Q2 | $584K | Buy |
5,972
+18
| +0.3% | +$1.76K | 0.48% | 35 |
|
|
2023
Q1 | $537K | Buy |
5,954
+23
| +0.4% | +$2.07K | 0.49% | 38 |
|
|
2022
Q4 | $502K | Buy |
5,931
+28
| +0.5% | +$2.37K | 0.48% | 38 |
|
|
2022
Q3 | $469K | Buy |
5,903
+658
| +13% | +$52.3K | 0.47% | 33 |
|
|
2022
Q2 | $439K | Sell |
5,245
-608
| -10% | -$50.9K | 1.41% | 20 |
|
|
2022
Q1 | $590K | Buy |
5,853
+18
| +0.3% | +$1.81K | 0.43% | 35 |
|
|
2021
Q4 | $625K | Buy |
5,835
+21
| +0.4% | +$2.25K | 0.43% | 34 |
|
|
2021
Q3 | $572K | Buy |
5,814
+22
| +0.4% | +$2.16K | 0.45% | 31 |
|
|
2021
Q2 | $572K | Buy |
5,792
+13
| +0.2% | +$1.28K | 0.46% | 30 |
|
|
2021
Q1 | $529K | Buy |
5,779
+19
| +0.3% | +$1.74K | 0.47% | 30 |
|
|
2020
Q4 | $496K | Buy |
+5,760
| New | +$496K | 0.48% | 30 |
|