Phillips 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 | $2.37M | Sell |
17,545
-198
| -1% | -$26.7K | 0.17% | 73 |
|
|
2025
Q1 | $2.16M | Sell |
17,743
-601
| -3% | -$73.3K | 0.17% | 76 |
|
|
2024
Q4 | $2.36M | Sell |
18,344
-2,536
| -12% | -$326K | 0.19% | 72 |
|
|
2024
Q3 | $2.62M | Buy |
20,880
+990
| +5% | +$124K | 0.2% | 72 |
|
|
2024
Q2 | $2.36M | Sell |
19,890
-2,745
| -12% | -$326K | 0.19% | 77 |
|
|
2024
Q1 | $2.61M | Sell |
22,635
-800
| -3% | -$92.2K | 0.21% | 74 |
|
|
2023
Q4 | $2.47M | Sell |
23,435
-793
| -3% | -$83.4K | 0.21% | 76 |
|
|
2023
Q3 | $2.28M | Sell |
24,228
-633
| -3% | -$59.6K | 0.22% | 75 |
|
|
2023
Q2 | $2.43M | Sell |
24,861
-1,068
| -4% | -$104K | 0.23% | 74 |
|
|
2023
Q1 | $2.35M | Sell |
25,929
-3,680
| -12% | -$333K | 0.23% | 73 |
|
|
2022
Q4 | $2.51M | Sell |
29,609
-2,180
| -7% | -$185K | 0.26% | 69 |
|
|
2022
Q3 | $2.53M | Sell |
31,789
-1,686
| -5% | -$134K | 0.28% | 64 |
|
|
2022
Q2 | $2.81M | Sell |
33,475
-2,097
| -6% | -$176K | 0.3% | 63 |
|
|
2022
Q1 | $3.59M | Buy |
35,572
+322
| +0.9% | +$32.5K | 0.34% | 52 |
|
|
2021
Q4 | $3.77M | Buy |
35,250
+2,047
| +6% | +$219K | 0.37% | 46 |
|
|
2021
Q3 | $3.27M | Buy |
33,203
+1,171
| +4% | +$115K | 0.34% | 50 |
|
|
2021
Q2 | $3.16M | Buy |
32,032
+968
| +3% | +$95.6K | 0.33% | 49 |
|
|
2021
Q1 | $2.85M | Buy |
31,064
+1,370
| +5% | +$125K | 0.35% | 49 |
|
|
2020
Q4 | $2.56M | Buy |
29,694
+1,532
| +5% | +$132K | 0.35% | 48 |
|
|
2020
Q3 | $2.13M | Buy |
28,162
+2,865
| +11% | +$216K | 0.33% | 52 |
|
|
2020
Q2 | $1.76M | Buy |
25,297
+3,098
| +14% | +$215K | 0.29% | 54 |
|
|
2020
Q1 | $1.21M | Buy |
22,199
+1,327
| +6% | +$72.3K | 0.24% | 58 |
|
|
2019
Q4 | $1.52M | Buy |
20,872
+3,574
| +21% | +$260K | 0.25% | 56 |
|
|
2019
Q3 | $1.16M | Buy |
17,298
+1,646
| +11% | +$110K | 0.2% | 60 |
|
|
2019
Q2 | $1.05M | Sell |
15,652
-1,677
| -10% | -$113K | 0.19% | 64 |
|
|
2019
Q1 | $1.13M | Buy |
17,329
+557
| +3% | +$36.3K | 0.22% | 61 |
|
|
2018
Q4 | $952K | Buy |
16,772
+1,171
| +8% | +$66.5K | 0.2% | 62 |
|
|
2018
Q3 | $1.04M | Sell |
15,601
-333
| -2% | -$22.2K | 0.21% | 55 |
|
|
2018
Q2 | $999K | Buy |
15,934
+891
| +6% | +$55.9K | 0.21% | 55 |
|
|
2018
Q1 | $897K | Sell |
15,043
-853
| -5% | -$50.9K | 0.19% | 57 |
|
|
2017
Q4 | $994K | Buy |
15,896
+1,899
| +14% | +$119K | 0.21% | 56 |
|
|
2017
Q3 | $807K | Buy |
13,997
+487
| +4% | +$28.1K | 0.18% | 61 |
|
|
2017
Q2 | $766K | Buy |
13,510
+858
| +7% | +$48.6K | 0.18% | 61 |
|
|
2017
Q1 | $673K | Buy |
12,652
+1,959
| +18% | +$104K | 0.16% | 61 |
|
|
2016
Q4 | $558K | Sell |
10,693
-131
| -1% | -$6.84K | 0.14% | 63 |
|
|
2016
Q3 | $527K | Buy |
+10,824
| New | +$527K | 0.14% | 60 |
|