Mosaic Family Wealth Partners’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 | $1.21M | Hold |
8,952
| – | – | 0.15% | 70 |
|
|
2025
Q1 | $1.09M | Sell |
8,952
-40
| -0.4% | -$4.88K | 0.16% | 73 |
|
|
2024
Q4 | $1.16M | Buy |
8,992
+40
| +0.4% | +$5.15K | 0.17% | 68 |
|
|
2024
Q3 | $1.12M | Hold |
8,952
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $1.06M | Hold |
8,952
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $1.03M | Hold |
8,952
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $942K | Hold |
8,952
| – | – | 0.16% | 74 |
|
|
2023
Q3 | $843K | Sell |
8,952
-763
| -8% | -$71.9K | 0.17% | 76 |
|
|
2023
Q2 | $951K | Sell |
9,715
-657
| -6% | -$64.3K | 0.19% | 65 |
|
|
2023
Q1 | $939K | Buy |
10,372
+657
| +7% | +$59.5K | 0.2% | 65 |
|
|
2022
Q4 | $824K | Buy |
+9,715
| New | +$824K | 0.23% | 67 |
|