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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
2,258
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $275K | Hold |
2,258
| – | – | 0.02% | 186 |
|
|
2024
Q4 | $290K | Hold |
2,258
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $284K | Hold |
2,258
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $268K | Hold |
2,258
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $260K | Sell |
2,258
-2,824
| -56% | -$326K | 0.02% | 180 |
|
|
2023
Q4 | $535K | Buy |
5,082
+2,824
| +125% | +$297K | 0.04% | 154 |
|
|
2023
Q3 | $213K | Hold |
2,258
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $221K | Hold |
2,258
| – | – | 0.02% | 196 |
|
|
2023
Q1 | $204K | Sell |
2,258
-233
| -9% | -$21.1K | 0.02% | 207 |
|
|
2022
Q4 | $211K | Buy |
+2,491
| New | +$211K | 0.02% | 200 |
|
|
2022
Q2 | – | Sell |
-2,258
| Closed | -$228K | – | 211 |
|
|
2022
Q1 | $228K | Hold |
2,258
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $242K | Hold |
2,258
| – | – | 0.02% | 197 |
|
|
2021
Q3 | $222K | Hold |
2,258
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $223K | Hold |
2,258
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $207K | Buy |
+2,258
| New | +$207K | 0.02% | 191 |
|