MSH Capital Advisors’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 | $635K | Sell |
4,703
-112
| -2% | -$15.1K | 0.18% | 133 |
|
|
2025
Q1 | $587K | Buy |
4,815
+1
| +0% | +$122 | 0.18% | 129 |
|
|
2024
Q4 | $619K | Sell |
4,814
-222
| -4% | -$28.6K | 0.2% | 124 |
|
|
2024
Q3 | $633K | Buy |
5,036
+4
| +0.1% | +$502 | 0.19% | 123 |
|
|
2024
Q2 | $598K | Buy |
5,032
+2
| +0% | +$238 | 0.2% | 116 |
|
|
2024
Q1 | $580K | Sell |
5,030
-224
| -4% | -$25.8K | 0.2% | 116 |
|
|
2023
Q4 | $553K | Sell |
5,254
-400
| -7% | -$42.1K | 0.21% | 117 |
|
|
2023
Q3 | $533K | Sell |
5,654
-424
| -7% | -$39.9K | 0.21% | 120 |
|
|
2023
Q2 | $595K | Buy |
6,078
+3,843
| +172% | +$376K | 0.22% | 115 |
|
|
2023
Q1 | $202K | Sell |
2,235
-595
| -21% | -$53.9K | 0.09% | 194 |
|
|
2022
Q4 | $240K | Sell |
2,830
-651
| -19% | -$55.2K | 0.11% | 177 |
|
|
2022
Q3 | $277K | Hold |
3,481
| – | – | 0.14% | 153 |
|
|
2022
Q2 | $292K | Buy |
3,481
+431
| +14% | +$36.1K | 0.14% | 150 |
|
|
2022
Q1 | $308K | Buy |
+3,050
| New | +$308K | 0.13% | 153 |
|