PS
Planned Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
163,703
+11,874
| +8% | +$1.6M | 8.41% | 3 |
|
|
2025
Q1 | $18.5M | Buy |
151,829
+3,675
| +2% | +$448K | 7.5% | 4 |
|
|
2024
Q4 | $19.1M | Buy |
148,154
+1,379
| +0.9% | +$177K | 7.69% | 4 |
|
|
2024
Q3 | $18.4M | Buy |
146,775
+2,593
| +2% | +$326K | 7.4% | 3 |
|
|
2024
Q2 | $17.1M | Sell |
144,182
-1,786
| -1% | -$212K | 8.29% | 3 |
|
|
2024
Q1 | $16.8M | Sell |
145,968
-1,848
| -1% | -$213K | 8.26% | 3 |
|
|
2023
Q4 | $15.6M | Sell |
147,816
-1,154
| -0.8% | -$121K | 7.28% | 3 |
|
|
2023
Q3 | $14M | Buy |
148,970
+1,146
| +0.8% | +$108K | 8.44% | 3 |
|
|
2023
Q2 | $14.5M | Buy |
147,824
+1,286
| +0.9% | +$126K | 8.55% | 3 |
|
|
2023
Q1 | $13.3M | Sell |
146,538
-225
| -0.2% | -$20.4K | 8.41% | 3 |
|
|
2022
Q4 | $12.4M | Buy |
146,763
+2,946
| +2% | +$250K | 9.12% | 3 |
|
|
2022
Q3 | $11.4M | Buy |
143,817
+8,187
| +6% | +$651K | 9.56% | 3 |
|
|
2022
Q2 | $11.4M | Buy |
135,630
+6,545
| +5% | +$548K | 10.62% | 3 |
|
|
2022
Q1 | $13M | Sell |
129,085
-9,106
| -7% | -$919K | 9.09% | 4 |
|
|
2021
Q4 | $14.8M | Buy |
+138,191
| New | +$14.8M | 9.89% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
129,930
+3,458
| +3% | +$342K | 8.88% | 4 |
|
|
2021
Q1 | $11.6M | Buy |
126,472
+132
| +0.1% | +$12.1K | 9.05% | 4 |
|
|
2020
Q4 | $10.9M | Buy |
126,340
+4,676
| +4% | +$403K | 8.72% | 4 |
|
|
2020
Q3 | $9.18M | Buy |
+121,664
| New | +$9.18M | 8.97% | 4 |
|