McKinley Carter Wealth 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 | $254K | Hold |
1,877
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $229K | Sell |
1,877
-35
| -2% | -$4.27K | 0.01% | 280 |
|
|
2024
Q4 | $246K | Sell |
1,912
-380
| -17% | -$48.9K | 0.02% | 266 |
|
|
2024
Q3 | $288K | Hold |
2,292
| – | – | 0.02% | 259 |
|
|
2024
Q2 | $272K | Hold |
2,292
| – | – | 0.02% | 269 |
|
|
2024
Q1 | $264K | Sell |
2,292
-342
| -13% | -$39.4K | 0.02% | 270 |
|
|
2023
Q4 | $277K | Hold |
2,634
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $248K | Sell |
2,634
-229
| -8% | -$21.6K | 0.02% | 265 |
|
|
2023
Q2 | $280K | Buy |
2,863
+229
| +9% | +$22.4K | 0.02% | 253 |
|
|
2023
Q1 | $239K | Sell |
2,634
-112
| -4% | -$10.1K | 0.02% | 271 |
|
|
2022
Q4 | $233K | Sell |
2,746
-151
| -5% | -$12.8K | 0.02% | 269 |
|
|
2022
Q3 | $230K | Hold |
2,897
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $243K | Hold |
2,897
| – | – | 0.02% | 267 |
|
|
2022
Q1 | $292K | Sell |
2,897
-760
| -21% | -$76.6K | 0.02% | 241 |
|
|
2021
Q4 | $391K | Sell |
3,657
-958
| -21% | -$102K | 0.03% | 216 |
|
|
2021
Q3 | $454K | Sell |
4,615
-743
| -14% | -$73.1K | 0.04% | 195 |
|
|
2021
Q2 | $529K | Sell |
5,358
-366
| -6% | -$36.1K | 0.04% | 179 |
|
|
2021
Q1 | $524K | Sell |
5,724
-2,408
| -30% | -$220K | 0.04% | 182 |
|
|
2020
Q4 | $701K | Buy |
+8,132
| New | +$701K | 0.09% | 143 |
|