OP
ORG Partners’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 | $297K | Buy |
2,195
+225
| +11% | +$30.4K | 0.06% | 247 |
|
|
2025
Q1 | $241K | Sell |
1,970
-87,299
| -98% | -$10.7M | 0.06% | 243 |
|
|
2024
Q4 | $11.5M | Buy |
89,269
+887
| +1% | +$114K | 1.56% | 16 |
|
|
2024
Q3 | $11.1M | Buy |
88,382
+19,321
| +28% | +$2.43M | 1.78% | 12 |
|
|
2024
Q2 | $8.21M | Buy |
+69,061
| New | +$8.21M | 1.02% | 18 |
|
|
2024
Q1 | – | Sell |
-77,497
| Closed | -$8.15M | – | 801 |
|
|
2023
Q4 | $8.15M | Buy |
77,497
+74,253
| +2,289% | +$7.81M | 1.36% | 15 |
|
|
2023
Q3 | $306K | Sell |
3,244
-77,849
| -96% | -$7.33M | 0.09% | 223 |
|
|
2023
Q2 | $7.95M | Buy |
81,093
+6,503
| +9% | +$638K | 1.29% | 15 |
|
|
2023
Q1 | $6.77M | Buy |
+74,590
| New | +$6.77M | 1.65% | 13 |
|