Partners Capital Investment Group’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
Q2 | $78.6M | Sell |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $64.6M | Sell |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $99.4M | Buy |
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|
2024
Q1 | $39.1M | Sell |
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|
2023
Q4 | $51.1M | Buy |
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|
2023
Q3 | $30.7M | Sell |
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|
2023
Q2 | $40.4M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $25M | Buy |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12.9M | Sell |
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|
2022
Q1 | $21.4M | Buy |
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|
2021
Q4 | $20M | Sell |
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|
2021
Q3 | $27.4M | Sell |
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|
2021
Q2 | $45.6M | Buy |
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|
2021
Q1 | $36.9M | Buy |
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