Prosperity Planning’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 | $1.76M | Sell |
13,048
-19
| -0.1% | -$2.57K | 0.51% | 41 |
|
|
2025
Q1 | $1.59M | Sell |
13,067
-4,348
| -25% | -$531K | 0.5% | 42 |
|
|
2024
Q4 | $2.24M | Sell |
17,415
-511
| -3% | -$65.7K | 0.72% | 35 |
|
|
2024
Q3 | $2.25M | Sell |
17,926
-1,523
| -8% | -$191K | 0.71% | 34 |
|
|
2024
Q2 | $2.31M | Sell |
19,449
-20
| -0.1% | -$2.38K | 0.79% | 31 |
|
|
2024
Q1 | $2.24M | Sell |
19,469
-132
| -0.7% | -$15.2K | 0.78% | 29 |
|
|
2023
Q4 | $2.06M | Sell |
19,601
-96
| -0.5% | -$10.1K | 0.77% | 29 |
|
|
2023
Q3 | $1.86M | Sell |
19,697
-31
| -0.2% | -$2.92K | 0.78% | 28 |
|
|
2023
Q2 | $1.93M | Sell |
19,728
-11
| -0.1% | -$1.08K | 0.8% | 30 |
|
|
2023
Q1 | $1.79M | Buy |
19,739
+11
| +0.1% | +$996 | 0.78% | 32 |
|
|
2022
Q4 | $1.67M | Hold |
19,728
| – | – | 0.83% | 27 |
|
|
2022
Q3 | $1.57M | Sell |
19,728
-30
| -0.2% | -$2.39K | 0.82% | 31 |
|
|
2022
Q2 | $1.66M | Hold |
19,758
| – | – | 0.85% | 27 |
|
|
2022
Q1 | $2M | Hold |
19,758
| – | – | 0.98% | 26 |
|
|
2021
Q4 | $2.11M | Buy |
19,758
+44
| +0.2% | +$4.71K | 1.07% | 25 |
|
|
2021
Q3 | $1.94M | Buy |
19,714
+15
| +0.1% | +$1.48K | 1.06% | 26 |
|
|
2021
Q2 | $1.95M | Sell |
19,699
-22
| -0.1% | -$2.17K | 1.21% | 24 |
|
|
2021
Q1 | $1.81M | Buy |
19,721
+4
| +0% | +$366 | 1.28% | 23 |
|
|
2020
Q4 | $1.7M | Buy |
+19,717
| New | +$1.7M | 1.44% | 23 |
|