Prosperity Capital 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 | $568K | Buy |
4,207
+777
| +23% | +$105K | 0.05% | 162 |
|
|
2025
Q1 | $420K | Buy |
3,430
+1,062
| +45% | +$130K | 0.03% | 253 |
|
|
2024
Q4 | $304K | Buy |
+2,368
| New | +$304K | 0.02% | 278 |
|
|
2023
Q4 | – | Sell |
-11,141
| Closed | -$1.05M | – | 269 |
|
|
2023
Q3 | $1.05M | Buy |
11,141
+1,700
| +18% | +$160K | 0.14% | 89 |
|
|
2023
Q2 | $924K | Buy |
9,441
+1,875
| +25% | +$183K | 0.13% | 93 |
|
|
2023
Q1 | $685K | Sell |
7,566
-2,293
| -23% | -$208K | 0.11% | 99 |
|
|
2022
Q4 | $836K | Buy |
+9,859
| New | +$836K | 0.26% | 66 |
|