Peak Financial 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 | $2.31M | Buy |
17,089
+26
| +0.2% | +$3.51K | 0.66% | 33 |
|
|
2025
Q1 | $2.08M | Buy |
17,063
+40
| +0.2% | +$4.88K | 0.62% | 33 |
|
|
2024
Q4 | $2.19M | Sell |
17,023
-130
| -0.8% | -$16.7K | 0.66% | 32 |
|
|
2024
Q3 | $2.15M | Buy |
17,153
+81
| +0.5% | +$10.2K | 0.63% | 32 |
|
|
2024
Q2 | $2.03M | Buy |
17,072
+44
| +0.3% | +$5.23K | 0.63% | 32 |
|
|
2024
Q1 | $1.96M | Buy |
17,028
+19
| +0.1% | +$2.19K | 0.62% | 31 |
|
|
2023
Q4 | $1.79M | Buy |
17,009
+141
| +0.8% | +$14.8K | 0.6% | 30 |
|
|
2023
Q3 | $1.59M | Buy |
16,868
+361
| +2% | +$34K | 0.58% | 31 |
|
|
2023
Q2 | $1.62M | Buy |
16,507
+138
| +0.8% | +$13.5K | 0.58% | 33 |
|
|
2023
Q1 | $1.48M | Sell |
16,369
-8
| -0% | -$724 | 0.55% | 31 |
|
|
2022
Q4 | $1.39M | Buy |
16,377
+269
| +2% | +$22.8K | 0.55% | 32 |
|
|
2022
Q3 | $1.28M | Buy |
16,108
+1,225
| +8% | +$97.4K | 0.53% | 30 |
|
|
2022
Q2 | $1.25M | Buy |
14,883
+1,579
| +12% | +$132K | 0.48% | 33 |
|
|
2022
Q1 | $1.34M | Sell |
13,304
-27
| -0.2% | -$2.73K | 0.45% | 36 |
|
|
2021
Q4 | $1.43M | Buy |
13,331
+389
| +3% | +$41.6K | 0.46% | 34 |
|
|
2021
Q3 | $1.27M | Buy |
12,942
+473
| +4% | +$46.5K | 0.43% | 34 |
|
|
2021
Q2 | $1.23M | Sell |
12,469
-1,719
| -12% | -$170K | 0.42% | 35 |
|
|
2021
Q1 | $1.3M | Sell |
14,188
-419
| -3% | -$38.4K | 0.47% | 33 |
|
|
2020
Q4 | $1.26M | Sell |
14,607
-3,765
| -20% | -$325K | 0.47% | 32 |
|
|
2020
Q3 | $1.39M | Buy |
18,372
+847
| +5% | +$63.9K | 0.6% | 32 |
|
|
2020
Q2 | $1.22M | Buy |
17,525
+6,900
| +65% | +$479K | 0.57% | 32 |
|
|
2020
Q1 | $608K | Buy |
10,625
+66
| +0.6% | +$3.78K | 0.31% | 35 |
|
|
2019
Q4 | $768K | Buy |
10,559
+846
| +9% | +$61.5K | 0.33% | 34 |
|
|
2019
Q3 | $651K | Buy |
9,713
+546
| +6% | +$36.6K | 0.29% | 33 |
|
|
2019
Q2 | $611K | Buy |
9,167
+679
| +8% | +$45.3K | 0.27% | 33 |
|
|
2019
Q1 | $547K | Buy |
8,488
+905
| +12% | +$58.3K | 0.25% | 36 |
|
|
2018
Q4 | $430K | Buy |
7,583
+1,588
| +26% | +$90K | 0.21% | 40 |
|
|
2018
Q3 | $399K | Buy |
5,995
+630
| +12% | +$41.9K | 0.18% | 41 |
|
|
2018
Q2 | $335K | Buy |
+5,365
| New | +$335K | 0.15% | 44 |
|