Patten 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 | $1.83M | Sell |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.69M | Hold |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.35M | Hold |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $926K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $701K | Buy |
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|
2019
Q1 | $481K | Buy |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $295K | Sell |
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|
2017
Q4 | $324K | Buy |
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|
2017
Q3 | $293K | Sell |
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|
2017
Q2 | $295K | Buy |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $73K | Buy |
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|
2016
Q3 | $64.9K | Hold |
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|
2016
Q2 | $63.3K | Sell |
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|
2016
Q1 | $63.5K | Hold |
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|
2015
Q4 | $63.1K | Buy |
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|
2015
Q3 | $56.9K | Hold |
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|
2015
Q2 | $61.4K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $58K | Buy |
|