Mutual Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mutual Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.72M	Buy	19,491 +1,495	+8%	+$208K	0.07%	261
2025 Q1	$2.16M	Buy	17,996 +898	+5%	+$108K	0.06%	273
2024 Q4	$2.23M	Sell	17,098 -2,255	-12%	-$294K	0.06%	259
2024 Q3	$2.45M	Buy	19,353 +507	+3%	+$64.3K	0.07%	242
2024 Q2	$2.26M	Buy	18,846 +1,560	+9%	+$187K	0.07%	250
2024 Q1	$1.99M	Buy	17,286 +120	+0.7%	+$13.8K	0.06%	273
2023 Q4	$1.81M	Buy	17,166 +1,859	+12%	+$196K	0.06%	299
2023 Q3	$1.44M	Buy	15,307 +160	+1%	+$15.1K	0.06%	325
2023 Q2	$1.48M	Buy	15,147 +4,692	+45%	+$459K	0.06%	329
2023 Q1	$947K	Sell	10,455 -1,701	-14%	-$154K	0.04%	440
2022 Q4	$1.03M	Sell	12,156 -1,479	-11%	-$125K	0.05%	402
2022 Q3	$1.09M	Buy	13,635 +61	+0.4%	+$4.85K	0.06%	342
2022 Q2	$1.14M	Buy	13,574 +294	+2%	+$24.6K	0.08%	301
2022 Q1	$1.34M	Sell	13,280 -4,446	-25%	-$449K	0.08%	289
2021 Q4	$1.9M	Buy	17,726 +3,154	+22%	+$337K	0.1%	242
2021 Q3	$1.43M	Buy	14,572 +1,109	+8%	+$109K	0.08%	280
2021 Q2	$1.33M	Sell	13,463 -70,312	-84%	-$6.95M	0.08%	296
2021 Q1	$7.67M	Buy	83,775 +73,007	+678%	+$6.69M	0.53%	32
2020 Q4	$928K	Sell	10,768 -13,612	-56%	-$1.17M	0.07%	327
2020 Q3	$1.84M	Sell	24,380 -15,678	-39%	-$1.18M	0.16%	153
2020 Q2	$2.78M	Sell	40,058 -750	-2%	-$52.1K	0.27%	76
2020 Q1	$2.34M	Sell	40,808 -141,604	-78%	-$8.1M	0.32%	74
2019 Q4	$13.3M	Sell	182,412 -1,922	-1%	-$140K	1.41%	6
2019 Q3	$12.4M	Sell	184,334 -57,690	-24%	-$3.87M	1.63%	6
2019 Q2	$16.1M	Buy	242,024 +57,345	+31%	+$3.82M	2.1%	4
2019 Q1	$11.9M	Buy	184,679 +22,202	+14%	+$1.43M	1.76%	7
2018 Q4	$9.22M	Buy	162,477 +12,416	+8%	+$705K	1.82%	7
2018 Q3	$10M	Buy	150,061 +13,214	+10%	+$880K	1.52%	10
2018 Q2	$8.56M	Buy	136,847 +10,250	+8%	+$641K	1.95%	4
2018 Q1	$7.65M	Buy	126,597 +91,981	+266%	+$5.56M	1.94%	5
2017 Q4	$2.12M	Buy	+34,616	New	+$2.12M	0.8%	21