NewEdge Wealth’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 | $2.2M | Sell |
15,922
-493
| -3% | -$68.1K | 0.03% | 360 |
|
|
2025
Q1 | $2M | Buy |
16,415
+632
| +4% | +$77.1K | 0.04% | 352 |
|
|
2024
Q4 | $2.03M | Sell |
15,783
-246
| -2% | -$31.6K | 0.04% | 352 |
|
|
2024
Q3 | $2.01M | Buy |
16,029
+1,714
| +12% | +$215K | 0.04% | 348 |
|
|
2024
Q2 | $1.7M | Hold |
14,315
| – | – | 0.04% | 348 |
|
|
2024
Q1 | $1.59M | Sell |
14,315
-1,612
| -10% | -$179K | 0.04% | 358 |
|
|
2023
Q4 | $1.68M | Buy |
+15,927
| New | +$1.68M | 0.04% | 323 |
|