MorganRosel Wealth 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 | $8.62M | Sell |
63,844
-4,140
| -6% | -$559K | 2.35% | 10 |
|
|
2025
Q1 | $8.29M | Sell |
67,984
-116
| -0.2% | -$14.2K | 2.52% | 9 |
|
|
2024
Q4 | $8.76M | Buy |
68,100
+1,099
| +2% | +$141K | 2.87% | 4 |
|
|
2024
Q3 | $8.42M | Buy |
67,001
+5,573
| +9% | +$700K | 2.78% | 8 |
|
|
2024
Q2 | $7.3M | Buy |
61,428
+898
| +1% | +$107K | 2.58% | 11 |
|
|
2024
Q1 | $6.98M | Sell |
60,530
-2,904
| -5% | -$335K | 2.49% | 10 |
|
|
2023
Q4 | $6.68M | Sell |
63,434
-247
| -0.4% | -$26K | 2.58% | 10 |
|
|
2023
Q3 | $6M | Buy |
63,681
+2,088
| +3% | +$197K | 2.5% | 10 |
|
|
2023
Q2 | $6.03M | Buy |
61,593
+13,100
| +27% | +$1.28M | 2.46% | 9 |
|
|
2023
Q1 | $4.39M | Buy |
48,493
+24,732
| +104% | +$2.24M | 1.87% | 15 |
|
|
2022
Q4 | $2.01M | Buy |
+23,761
| New | +$2.01M | 0.93% | 20 |
|