MGO One Seven’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 | $1.52M | Buy |
11,257
+4,752
| +73% | +$642K | 0.05% | 397 |
|
|
2025
Q1 | $794K | Sell |
6,505
-304
| -4% | -$37.1K | 0.03% | 498 |
|
|
2024
Q4 | $876K | Buy |
6,809
+3,340
| +96% | +$430K | 0.03% | 468 |
|
|
2024
Q3 | $436K | Buy |
3,469
+498
| +17% | +$62.6K | 0.02% | 627 |
|
|
2024
Q2 | $353K | Sell |
2,971
-838
| -22% | -$99.5K | 0.02% | 686 |
|
|
2024
Q1 | $439K | Sell |
3,809
-927
| -20% | -$107K | 0.02% | 574 |
|
|
2023
Q4 | $498K | Sell |
4,736
-1,248
| -21% | -$131K | 0.03% | 527 |
|
|
2023
Q3 | $564K | Sell |
5,984
-100
| -2% | -$9.42K | 0.04% | 393 |
|
|
2023
Q2 | $595K | Sell |
6,084
-604
| -9% | -$59.1K | 0.05% | 369 |
|
|
2023
Q1 | $606K | Sell |
6,688
-316
| -5% | -$28.6K | 0.04% | 419 |
|
|
2022
Q4 | $594K | Hold |
7,004
| – | – | 0.06% | 346 |
|
|
2022
Q3 | $557 | Sell |
7,004
-191
| -3% | -$15 | 0.02% | 363 |
|
|
2022
Q2 | $603K | Sell |
7,195
-24
| -0.3% | -$2.01K | 0.08% | 277 |
|
|
2022
Q1 | $729K | Sell |
7,219
-162
| -2% | -$16.4K | 0.08% | 278 |
|
|
2021
Q4 | $790K | Sell |
7,381
-178
| -2% | -$19.1K | 0.08% | 266 |
|
|
2021
Q3 | $793K | Sell |
7,559
-6
| -0.1% | -$629 | 0.1% | 246 |
|
|
2021
Q2 | $747K | Sell |
7,565
-164
| -2% | -$16.2K | 0.1% | 243 |
|
|
2021
Q1 | $707K | Sell |
7,729
-572
| -7% | -$52.3K | 0.12% | 215 |
|
|
2020
Q4 | $716K | Sell |
8,301
-5,657
| -41% | -$488K | 0.15% | 180 |
|
|
2020
Q3 | $1.05M | Sell |
13,958
-13,908
| -50% | -$1.05M | 0.25% | 97 |
|
|
2020
Q2 | $1.94M | Sell |
27,866
-1,794
| -6% | -$125K | 0.5% | 42 |
|
|
2020
Q1 | $1.7M | Buy |
+29,660
| New | +$1.7M | 0.58% | 41 |
|
|
2019
Q1 | – | Sell |
-2,751
| Closed | -$156K | – | 1016 |
|
|
2018
Q4 | $156K | Sell |
2,751
-2,000
| -42% | -$113K | 0.07% | 335 |
|
|
2018
Q3 | $316K | Buy |
+4,751
| New | +$316K | 0.15% | 202 |
|
|
2018
Q1 | $278K | Sell |
4,601
-154
| -3% | -$9.31K | 0.13% | 193 |
|
|
2017
Q4 | $291K | Buy |
+4,755
| New | +$291K | 0.13% | 181 |
|