Pacific Capital Wealth Advisors’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 | $810K | Sell |
5,962
-1,392
| -19% | -$189K | 0.15% | 42 |
|
|
2025
Q1 | $897K | Hold |
7,354
| – | – | 0.16% | 44 |
|
|
2024
Q4 | $946K | Hold |
7,354
| – | – | 0.16% | 42 |
|
|
2024
Q3 | $924K | Hold |
7,354
| – | – | 0.16% | 41 |
|
|
2024
Q2 | $874K | Hold |
7,354
| – | – | 0.16% | 38 |
|
|
2024
Q1 | $848K | Sell |
7,354
-1,089
| -13% | -$126K | 0.2% | 39 |
|
|
2023
Q4 | $889K | Buy |
8,443
+1,077
| +15% | +$113K | 0.23% | 37 |
|
|
2023
Q3 | $694K | Hold |
7,366
| – | – | 0.19% | 42 |
|
|
2023
Q2 | $721K | Hold |
7,366
| – | – | 0.18% | 44 |
|
|
2023
Q1 | $667K | Sell |
7,366
-142
| -2% | -$12.9K | 0.17% | 51 |
|
|
2022
Q4 | $637K | Sell |
7,508
-158
| -2% | -$13.4K | 0.16% | 58 |
|
|
2022
Q3 | $610K | Buy |
7,666
+1,550
| +25% | +$123K | 0.17% | 56 |
|
|
2022
Q2 | $512K | Hold |
6,116
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $617K | Hold |
6,116
| – | – | 0.18% | 63 |
|
|
2021
Q4 | $654K | Hold |
6,116
| – | – | 0.19% | 64 |
|
|
2021
Q3 | $602K | Hold |
6,116
| – | – | 0.19% | 60 |
|
|
2021
Q2 | $604K | Hold |
6,116
| – | – | 0.3% | 55 |
|
|
2021
Q1 | $560K | Sell |
6,116
-2,908
| -32% | -$266K | 0.31% | 49 |
|
|
2020
Q4 | $778K | Sell |
9,024
-123
| -1% | -$10.6K | 0.44% | 42 |
|
|
2020
Q3 | $691K | Buy |
9,147
+90
| +1% | +$6.8K | 0.41% | 43 |
|
|
2020
Q2 | $629K | Sell |
9,057
-356
| -4% | -$24.7K | 0.43% | 41 |
|
|
2020
Q1 | $539K | Buy |
9,413
+41
| +0.4% | +$2.35K | 0.41% | 42 |
|
|
2019
Q4 | $681K | Buy |
+9,372
| New | +$681K | 0.45% | 37 |
|