Proficio Capital Partners’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 | $270K | Hold |
2,000
| – | – | 0.02% | 344 |
|
|
2025
Q1 | $244K | Hold |
2,000
| – | – | 0.02% | 335 |
|
|
2024
Q4 | $257K | Hold |
2,000
| – | – | 0.02% | 291 |
|
|
2024
Q3 | $251K | Sell |
2,000
-1,500
| -43% | -$188K | 0.03% | 239 |
|
|
2024
Q2 | $416K | Sell |
3,500
-2,100
| -38% | -$249K | 0.04% | 193 |
|
|
2024
Q1 | $646K | Sell |
5,600
-4,827
| -46% | -$557K | 0.07% | 143 |
|
|
2023
Q4 | $1.1M | Buy |
+10,427
| New | +$1.1M | 0.14% | 82 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$67K | – | 827 |
|
|
2019
Q2 | $67K | Hold |
1,000
| – | – | 0.02% | 293 |
|
|
2019
Q1 | $64K | Hold |
1,000
| – | – | 0.02% | 284 |
|
|
2018
Q4 | $57K | Hold |
1,000
| – | – | 0.03% | 268 |
|
|
2018
Q3 | $67K | Hold |
1,000
| – | – | 0.02% | 280 |
|
|
2018
Q2 | $63K | Hold |
1,000
| – | – | 0.03% | 289 |
|
|
2018
Q1 | $60K | Hold |
1,000
| – | – | 0.02% | 298 |
|
|
2017
Q4 | $61K | Hold |
1,000
| – | – | 0.02% | 303 |
|
|
2017
Q3 | $58K | Hold |
1,000
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $57K | Hold |
1,000
| – | – | 0.02% | 356 |
|
|
2017
Q1 | $55K | Hold |
1,000
| – | – | 0.02% | 360 |
|
|
2016
Q4 | $51K | Hold |
1,000
| – | – | 0.02% | 256 |
|
|
2016
Q3 | $50K | Sell |
1,000
-1,000
| -50% | -$50K | 0.03% | 274 |
|
|
2016
Q2 | $49K | Buy |
2,000
+1,000
| +100% | +$24.5K | 0.03% | 272 |
|
|
2016
Q1 | $47K | Buy |
+1,000
| New | +$47K | 0.04% | 222 |
|