OCM
Objective Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.07M | Buy |
15,365
+19
| +0.1% | +$2.57K | 2.33% | 10 |
|
2025
Q1 | $1.87M | Buy |
15,346
+19
| +0.1% | +$2.32K | 2.39% | 10 |
|
2024
Q4 | $1.97M | Sell |
15,327
-437
| -3% | -$56.2K | 1.32% | 20 |
|
2024
Q3 | $1.98M | Buy |
+15,764
| New | +$1.98M | 1.16% | 25 |
|
2024
Q1 | $1.78M | Buy |
15,434
+1,481
| +11% | +$171K | 1.2% | 26 |
|
2023
Q4 | $1.47M | Buy |
13,953
+1,756
| +14% | +$185K | 1.12% | 24 |
|
2023
Q3 | $1.15M | Buy |
12,197
+21
| +0.2% | +$1.98K | 1.02% | 28 |
|
2023
Q2 | $1.19M | Buy |
12,176
+9
| +0.1% | +$881 | 1.04% | 28 |
|
2023
Q1 | $1.1M | Buy |
12,167
+277
| +2% | +$25.1K | 1.01% | 28 |
|
2022
Q4 | $1.01M | Buy |
11,890
+345
| +3% | +$29.3K | 1% | 31 |
|
2022
Q3 | $918K | Buy |
11,545
+64
| +0.6% | +$5.09K | 0.98% | 31 |
|
2022
Q2 | $962K | Buy |
11,481
+725
| +7% | +$60.7K | 0.97% | 33 |
|
2022
Q1 | $1.09M | Buy |
10,756
+628
| +6% | +$63.4K | 0.83% | 32 |
|
2021
Q4 | $1.08M | Buy |
+10,128
| New | +$1.08M | 0.77% | 33 |
|