Plante Moran Financial Advisors’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 | $1M | Buy |
7,439
+111
| +2% | +$15K | 0.07% | 47 |
|
|
2025
Q1 | $894K | Buy |
7,328
+281
| +4% | +$34.3K | 0.08% | 45 |
|
|
2024
Q4 | $906K | Buy |
7,047
+1,294
| +22% | +$166K | 0.08% | 50 |
|
|
2024
Q3 | $723K | Buy |
5,753
+700
| +14% | +$87.9K | 0.06% | 61 |
|
|
2024
Q2 | $600K | Buy |
5,053
+603
| +14% | +$71.6K | 0.06% | 69 |
|
|
2024
Q1 | $513K | Sell |
4,450
-673
| -13% | -$77.6K | 0.06% | 79 |
|
|
2023
Q4 | $539K | Buy |
5,123
+16
| +0.3% | +$1.68K | 0.06% | 82 |
|
|
2023
Q3 | $481K | Hold |
5,107
| – | – | 0.06% | 80 |
|
|
2023
Q2 | $500K | Buy |
5,107
+844
| +20% | +$82.6K | 0.06% | 83 |
|
|
2023
Q1 | $386K | Sell |
4,263
-225
| -5% | -$20.4K | 0.05% | 92 |
|
|
2022
Q4 | $381K | Buy |
4,488
+3,604
| +408% | +$306K | 0.06% | 97 |
|
|
2022
Q3 | $70K | Sell |
884
-683
| -44% | -$54.1K | 0.01% | 261 |
|
|
2022
Q2 | $131K | Buy |
1,567
+683
| +77% | +$57.1K | 0.02% | 189 |
|
|
2022
Q1 | $89K | Buy |
884
+47
| +6% | +$4.73K | 0.02% | 242 |
|
|
2021
Q4 | $90K | Hold |
837
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $82K | Hold |
837
| – | – | 0.02% | 294 |
|
|
2021
Q2 | $83K | Buy |
+837
| New | +$83K | 0.02% | 276 |
|
|
2018
Q4 | – | Sell |
-1,092
| Closed | -$73K | – | 926 |
|
|
2018
Q3 | $73K | Buy |
1,092
+4
| +0.4% | +$267 | 0.02% | 244 |
|
|
2018
Q2 | $68K | Buy |
+1,088
| New | +$68K | 0.03% | 272 |
|