Milestone Asset 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 | $1.09M | Sell |
8,051
-235
| -3% | -$31.7K | 0.23% | 80 |
|
|
2025
Q1 | $1.01M | Sell |
8,286
-220
| -3% | -$26.8K | 0.22% | 87 |
|
|
2024
Q4 | $1.09M | Sell |
8,506
-10
| -0.1% | -$1.29K | 0.24% | 95 |
|
|
2024
Q3 | $1.07M | Sell |
8,516
-1,867
| -18% | -$235K | 0.24% | 87 |
|
|
2024
Q2 | $1.23M | Sell |
10,383
-46
| -0.4% | -$5.46K | 0.31% | 66 |
|
|
2024
Q1 | $1.2M | Sell |
10,429
-571
| -5% | -$65.8K | 0.34% | 67 |
|
|
2023
Q4 | $1.16M | Buy |
11,000
+79
| +0.7% | +$8.31K | 0.38% | 16 |
|
|
2023
Q3 | $1.03M | Sell |
10,921
-341
| -3% | -$32.1K | 0.36% | 20 |
|
|
2023
Q2 | $1.1M | Sell |
11,262
-6,984
| -38% | -$683K | 0.49% | 14 |
|
|
2023
Q1 | $1.65M | Sell |
18,246
-2,077
| -10% | -$188K | 0.94% | 24 |
|
|
2022
Q4 | $1.81M | Buy |
+20,323
| New | +$1.81M | 1.08% | 17 |
|