MCM
MontVue Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
187,645
+11,306
| +6% | +$1.53M | 18.04% | 1 |
|
|
2025
Q1 | $21.5M | Buy |
176,339
+373
| +0.2% | +$45.5K | 17.22% | 1 |
|
|
2024
Q4 | $22.6M | Buy |
175,966
+5,235
| +3% | +$673K | 17.26% | 1 |
|
|
2024
Q3 | $21.4M | Sell |
170,731
-3,812
| -2% | -$479K | 16.46% | 1 |
|
|
2024
Q2 | $20.7M | Buy |
174,543
+6,776
| +4% | +$805K | 16.5% | 1 |
|
|
2024
Q1 | $19.3M | Sell |
167,767
-1,180
| -0.7% | -$136K | 17.11% | 1 |
|
|
2023
Q4 | $17.8M | Buy |
+168,947
| New | +$17.8M | 17.08% | 1 |
|