Moneywise Inc’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 | $12.3M | Sell |
90,884
-44,886
| -33% | -$6.06M | 5.75% | 5 |
|
|
2025
Q1 | $16.6M | Sell |
135,770
-4,145
| -3% | -$506K | 8.77% | 2 |
|
|
2024
Q4 | $18M | Buy |
139,915
+7,396
| +6% | +$951K | 9.02% | 2 |
|
|
2024
Q3 | $16.6M | Buy |
132,519
+11,614
| +10% | +$1.46M | 8.19% | 2 |
|
|
2024
Q2 | $14.4M | Buy |
120,905
+30,834
| +34% | +$3.66M | 7.6% | 2 |
|
|
2024
Q1 | $10.4M | Buy |
+90,071
| New | +$10.4M | 5.64% | 6 |
|