Planning Alternatives’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 | $384K | Buy |
2,847
+49
| +2% | +$6.62K | 0.05% | 58 |
|
|
2025
Q1 | $341K | Buy |
+2,798
| New | +$341K | 0.05% | 60 |
|
|
2022
Q3 | – | Sell |
-2,382
| Closed | -$200K | – | 44 |
|
|
2022
Q2 | $200K | Sell |
2,382
-66
| -3% | -$5.54K | 0.04% | 44 |
|
|
2022
Q1 | $247K | Sell |
2,448
-149
| -6% | -$15K | 0.04% | 43 |
|
|
2021
Q4 | $278K | Buy |
2,597
+3
| +0.1% | +$321 | 0.04% | 41 |
|
|
2021
Q3 | $255K | Buy |
2,594
+104
| +4% | +$10.2K | 0.04% | 40 |
|
|
2021
Q2 | $246K | Sell |
2,490
-2,078
| -45% | -$205K | 0.04% | 39 |
|
|
2021
Q1 | $418K | Buy |
+4,568
| New | +$418K | 0.07% | 32 |
|
|
2020
Q1 | – | Sell |
-2,884
| Closed | -$210K | – | 50 |
|
|
2019
Q4 | $210K | Buy |
+2,884
| New | +$210K | 0.04% | 48 |
|