Monument Capital 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 | $8.29M | Sell |
61,353
-1,586
| -3% | -$214K | 2.16% | 2 |
|
|
2025
Q1 | $7.68M | Sell |
62,939
-163,419
| -72% | -$19.9M | 2.36% | 2 |
|
|
2024
Q4 | $29.1M | Sell |
226,358
-4,384
| -2% | -$564K | 8.03% | 1 |
|
|
2024
Q3 | $29M | Sell |
230,742
-8,137
| -3% | -$1.02M | 8.02% | 1 |
|
|
2024
Q2 | $28.4M | Buy |
238,879
+40,803
| +21% | +$4.85M | 8.35% | 1 |
|
|
2024
Q1 | $22.8M | Buy |
198,076
+113,726
| +135% | +$13.1M | 6.58% | 1 |
|
|
2023
Q4 | $8.88M | Sell |
84,350
-6,022
| -7% | -$634K | 2.86% | 6 |
|
|
2023
Q3 | $8.51M | Buy |
90,372
+622
| +0.7% | +$58.6K | 2.86% | 8 |
|
|
2023
Q2 | $8.78M | Sell |
89,750
-17
| -0% | -$1.66K | 2.8% | 7 |
|
|
2023
Q1 | $8.13M | Sell |
89,767
-12,702
| -12% | -$1.15M | 2.72% | 7 |
|
|
2022
Q4 | $8.69M | Sell |
102,469
-5,873
| -5% | -$498K | 2.97% | 6 |
|
|
2022
Q3 | $8.62M | Sell |
108,342
-6,630
| -6% | -$527K | 3.23% | 6 |
|
|
2022
Q2 | $9.63M | Sell |
114,972
-1,900
| -2% | -$159K | 3.63% | 2 |
|
|
2022
Q1 | $11.8M | Sell |
116,872
-5,521
| -5% | -$557K | 3.83% | 6 |
|
|
2021
Q4 | $13.1M | Sell |
122,393
-2,828
| -2% | -$303K | 4.06% | 4 |
|
|
2021
Q3 | $12.3M | Sell |
125,221
-3,145
| -2% | -$309K | 4.19% | 4 |
|
|
2021
Q2 | $12.7M | Sell |
128,366
-2,387
| -2% | -$236K | 4.39% | 3 |
|
|
2021
Q1 | $12M | Sell |
130,753
-2,243
| -2% | -$205K | 4.8% | 3 |
|
|
2020
Q4 | $11.5M | Sell |
132,996
-3,130
| -2% | -$270K | 5.3% | 1 |
|
|
2020
Q3 | $10.3M | Sell |
136,126
-28,479
| -17% | -$2.15M | 5.42% | 1 |
|
|
2020
Q2 | $11.4M | Sell |
164,605
-22,772
| -12% | -$1.58M | 6.72% | 1 |
|
|
2020
Q1 | $10.7M | Sell |
187,377
-3,080
| -2% | -$176K | 7.71% | 1 |
|
|
2019
Q4 | $13.8M | Buy |
190,457
+1,569
| +0.8% | +$114K | 7.06% | 1 |
|
|
2019
Q3 | $12.7M | Sell |
188,888
-23,096
| -11% | -$1.55M | 6.87% | 1 |
|
|
2019
Q2 | $14.2M | Sell |
211,984
-4,004
| -2% | -$269K | 7.67% | 1 |
|
|
2019
Q1 | $13.9M | Sell |
215,988
-2,879
| -1% | -$185K | 7.91% | 1 |
|
|
2018
Q4 | $12.4M | Sell |
218,867
-16,565
| -7% | -$940K | 7.76% | 1 |
|
|
2018
Q3 | $15.7M | Buy |
235,432
+25,164
| +12% | +$1.68M | 8.81% | 1 |
|
|
2018
Q2 | $13.1M | Buy |
+210,268
| New | +$13.1M | 9.12% | 1 |
|