N.E.W. Advisory Services’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 | $3.51M | Buy |
25,956
+190
| +0.7% | +$25.7K | 0.34% | 36 |
|
|
2025
Q1 | $3.14M | Buy |
25,766
+39
| +0.2% | +$4.76K | 0.24% | 55 |
|
|
2024
Q4 | $3.31M | Sell |
25,727
-32
| -0.1% | -$4.12K | 0.31% | 50 |
|
|
2024
Q3 | $3.24M | Buy |
25,759
+4,113
| +19% | +$517K | 0.32% | 46 |
|
|
2024
Q2 | $2.57M | Sell |
21,646
-782
| -3% | -$92.9K | 0.28% | 51 |
|
|
2024
Q1 | $2.59M | Buy |
22,428
+1,958
| +10% | +$226K | 0.29% | 49 |
|
|
2023
Q4 | $2.15M | Buy |
20,470
+586
| +3% | +$61.7K | 0.26% | 50 |
|
|
2023
Q3 | $1.87M | Buy |
19,884
+735
| +4% | +$69.2K | 0.27% | 51 |
|
|
2023
Q2 | $1.87M | Buy |
19,149
+518
| +3% | +$50.7K | 0.26% | 42 |
|
|
2023
Q1 | $1.69M | Buy |
18,631
+1,034
| +6% | +$93.6K | 0.25% | 42 |
|
|
2022
Q4 | $1.49M | Buy |
17,597
+1,537
| +10% | +$130K | 0.23% | 44 |
|
|
2022
Q3 | $1.28M | Buy |
16,060
+1,878
| +13% | +$149K | 0.23% | 44 |
|
|
2022
Q2 | $1.19M | Buy |
+14,182
| New | +$1.19M | 0.21% | 45 |
|
|
2021
Q1 | – | Sell |
-3,640
| Closed | -$314K | – | 133 |
|
|
2020
Q4 | $314K | Buy |
+3,640
| New | +$314K | 0.07% | 109 |
|