Naples Global Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Sell |
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|
2025
Q1 | $7.56M | Sell |
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|
2024
Q4 | $8.08M | Buy |
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|
2024
Q3 | $7.84M | Buy |
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|
2024
Q2 | $7.4M | Sell |
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|
2024
Q1 | $7.24M | Sell |
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|
2023
Q4 | $6.67M | Sell |
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|
2023
Q3 | $6.08M | Sell |
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|
2023
Q2 | $6.76M | Sell |
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|
2023
Q1 | $6.85M | Sell |
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|
2022
Q4 | $7.7M | Sell |
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|
2022
Q3 | $7.27M | Buy |
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|
2022
Q2 | $7.61M | Sell |
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|
2022
Q1 | $9.18M | Sell |
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|
2021
Q4 | $9.77M | Sell |
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|
2021
Q3 | $9.01M | Buy |
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|
2021
Q2 | $9.03M | Sell |
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|
2021
Q1 | $8.43M | Sell |
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|
2020
Q4 | $8.17M | Sell |
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|
2020
Q3 | $7.56M | Sell |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $5.73M | Sell |
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|
2019
Q4 | $7.69M | Buy |
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|
2019
Q3 | $7.02M | Buy |
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|
2019
Q2 | $6.9M | Sell |
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|
2019
Q1 | $6.69M | Buy |
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|
2018
Q4 | $6.04M | Buy |
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|
2018
Q3 | $6.77M | Sell |
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|
2018
Q2 | $6.38M | Buy |
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|
2018
Q1 | $6.16M | Sell |
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|
2017
Q4 | $6.25M | Buy |
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|
2017
Q3 | $5.79M | Sell |
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|
2017
Q2 | $5.59M | Buy |
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|
2017
Q1 | $5.42M | Sell |
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|
2016
Q4 | $5.17M | Buy |
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|
2016
Q3 | $4.98M | Buy |
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|
2016
Q2 | $4.77M | Buy |
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|
2016
Q1 | $4.58M | Buy |
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|
2015
Q4 | $1.27M | Buy |
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|
2015
Q3 | $1.19M | Buy |
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|
2015
Q2 | $1.17M | Sell |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $715K | Buy |
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|
2014
Q3 | $298K | Hold |
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|
2014
Q2 | $298K | Buy |
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|
2014
Q1 | $261K | Buy |
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|
2013
Q4 | $223K | Buy |
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