Planning Directions’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 | $258K | Sell |
1,911
-995
| -34% | -$134K | 0.15% | 70 |
|
|
2025
Q1 | $355K | Sell |
2,906
-158
| -5% | -$19.3K | 0.15% | 84 |
|
|
2024
Q4 | $394K | Sell |
3,064
-712
| -19% | -$91.6K | 0.23% | 52 |
|
|
2024
Q3 | $474K | Sell |
3,776
-467
| -11% | -$58.7K | 0.28% | 44 |
|
|
2024
Q2 | $504K | Sell |
4,243
-76
| -2% | -$9.03K | 0.34% | 38 |
|
|
2024
Q1 | $498K | Buy |
4,319
+12
| +0.3% | +$1.38K | 0.35% | 40 |
|
|
2023
Q4 | $453K | Buy |
4,307
+197
| +5% | +$20.7K | 0.32% | 41 |
|
|
2023
Q3 | $387K | Sell |
4,110
-1,309
| -24% | -$123K | 0.3% | 39 |
|
|
2023
Q2 | $530K | Buy |
5,419
+126
| +2% | +$12.3K | 0.39% | 37 |
|
|
2023
Q1 | $479K | Buy |
5,293
+21
| +0.4% | +$1.9K | 0.36% | 41 |
|
|
2022
Q4 | $447K | Sell |
5,272
-219
| -4% | -$18.6K | 0.34% | 43 |
|
|
2022
Q3 | $437K | Buy |
5,491
+26
| +0.5% | +$2.07K | 0.35% | 40 |
|
|
2022
Q2 | $458K | Sell |
5,465
-84
| -2% | -$7.04K | 0.35% | 38 |
|
|
2022
Q1 | $560K | Buy |
5,549
+17
| +0.3% | +$1.72K | 0.39% | 37 |
|
|
2021
Q4 | $592K | Sell |
5,532
-118
| -2% | -$12.6K | 0.39% | 39 |
|
|
2021
Q3 | $556K | Sell |
5,650
-84
| -1% | -$8.27K | 0.4% | 37 |
|
|
2021
Q2 | $566K | Sell |
5,734
-161
| -3% | -$15.9K | 0.41% | 37 |
|
|
2021
Q1 | $540K | Sell |
5,895
-116
| -2% | -$10.6K | 0.42% | 37 |
|
|
2020
Q4 | $518K | Buy |
6,011
+23
| +0.4% | +$1.98K | 0.42% | 36 |
|
|
2020
Q3 | $452K | Sell |
5,988
-287
| -5% | -$21.7K | 0.4% | 36 |
|
|
2020
Q2 | $436K | Sell |
6,275
-6,690
| -52% | -$465K | 0.41% | 38 |
|
|
2020
Q1 | $742K | Buy |
12,965
+6,955
| +116% | +$398K | 1.04% | 28 |
|
|
2019
Q4 | $437K | Buy |
6,010
+8
| +0.1% | +$582 | 0.4% | 34 |
|
|
2019
Q3 | $403K | Sell |
6,002
-263
| -4% | -$17.7K | 0.39% | 37 |
|
|
2019
Q2 | $417K | Sell |
6,265
-293
| -4% | -$19.5K | 0.42% | 38 |
|
|
2019
Q1 | $422K | Sell |
6,558
-176
| -3% | -$11.3K | 0.5% | 36 |
|
|
2018
Q4 | $382K | Buy |
6,734
+69
| +1% | +$3.91K | 0.47% | 37 |
|
|
2018
Q3 | $444K | Buy |
6,665
+337
| +5% | +$22.5K | 0.41% | 34 |
|
|
2018
Q2 | $396K | Sell |
6,328
-124
| -2% | -$7.76K | 0.38% | 37 |
|
|
2018
Q1 | $390K | Buy |
+6,452
| New | +$390K | 0.38% | 36 |
|