Plancorp LLC’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 | $17.6M | Buy |
130,007
+16,419
| +14% | +$2.22M | 0.61% | 23 |
|
|
2025
Q1 | $13.9M | Buy |
113,588
+41,474
| +58% | +$5.06M | 0.55% | 23 |
|
|
2024
Q4 | $9.28M | Sell |
72,114
-44,173
| -38% | -$5.68M | 0.38% | 30 |
|
|
2024
Q3 | $14.6M | Sell |
116,287
-17,947
| -13% | -$2.25M | 0.6% | 21 |
|
|
2024
Q2 | $15.9M | Sell |
134,234
-876
| -0.6% | -$104K | 0.69% | 19 |
|
|
2024
Q1 | $15.6M | Sell |
135,110
-4,185
| -3% | -$483K | 0.68% | 19 |
|
|
2023
Q4 | $14.7M | Sell |
139,295
-4,359
| -3% | -$459K | 0.7% | 18 |
|
|
2023
Q3 | $13.5M | Buy |
143,654
+10
| +0% | +$942 | 0.72% | 18 |
|
|
2023
Q2 | $14.1M | Sell |
143,644
-3,453
| -2% | -$338K | 0.76% | 16 |
|
|
2023
Q1 | $13.3M | Sell |
147,097
-28,465
| -16% | -$2.58M | 0.75% | 17 |
|
|
2022
Q4 | $14.9M | Sell |
175,562
-19,364
| -10% | -$1.64M | 0.88% | 15 |
|
|
2022
Q3 | $15.5M | Sell |
194,926
-21,517
| -10% | -$1.71M | 1.03% | 14 |
|
|
2022
Q2 | $18.1M | Buy |
216,443
+136,325
| +170% | +$11.4M | 1.14% | 14 |
|
|
2022
Q1 | $8.09M | Sell |
80,118
-20
| -0% | -$2.02K | 0.53% | 21 |
|
|
2021
Q4 | $8.57M | Sell |
80,138
-163
| -0.2% | -$17.4K | 0.54% | 20 |
|
|
2021
Q3 | $7.9M | Buy |
80,301
+126
| +0.2% | +$12.4K | 0.55% | 20 |
|
|
2021
Q2 | $7.92M | Buy |
80,175
+2,395
| +3% | +$237K | 0.62% | 19 |
|
|
2021
Q1 | $7.13M | Buy |
77,780
+382
| +0.5% | +$35K | 1.57% | 15 |
|
|
2020
Q4 | $6.67M | Buy |
77,398
+45
| +0.1% | +$3.88K | 1.64% | 15 |
|
|
2020
Q3 | $5.84M | Sell |
77,353
-1,303
| -2% | -$98.4K | 1.77% | 15 |
|
|
2020
Q2 | $5.46M | Buy |
78,656
+3,915
| +5% | +$272K | 1.65% | 17 |
|
|
2020
Q1 | $4.28M | Buy |
+74,741
| New | +$4.28M | 1.65% | 15 |
|