Osborne Partners Capital Management’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
Q3 | $329K | Hold |
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|
2025
Q2 | $305K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $207K | Buy |
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