PSI 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 | – | Sell |
-99
| Closed | -$12.1K | – | 386 |
|
|
2025
Q1 | $12.1K | Sell |
99
-50
| -34% | -$6.1K | ﹤0.01% | 429 |
|
|
2024
Q4 | $19.2K | Sell |
149
-325
| -69% | -$41.8K | 0.01% | 427 |
|
|
2024
Q3 | $59.5K | Hold |
474
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $56.3K | Sell |
474
-225
| -32% | -$26.7K | 0.02% | 245 |
|
|
2024
Q1 | $80.6K | Hold |
699
| – | – | 0.03% | 200 |
|
|
2023
Q4 | $73.6K | Sell |
699
-46
| -6% | -$4.84K | 0.03% | 218 |
|
|
2023
Q3 | $70.2K | Buy |
745
+504
| +209% | +$47.5K | 0.03% | 217 |
|
|
2023
Q2 | $23.6K | Sell |
241
-144
| -37% | -$14.1K | 0.01% | 364 |
|
|
2023
Q1 | $34.8K | Buy |
385
+43
| +13% | +$3.89K | 0.02% | 264 |
|
|
2022
Q4 | $29K | Sell |
342
-1,632
| -83% | -$139K | 0.02% | 276 |
|
|
2022
Q3 | $157K | Sell |
1,974
-2,789
| -59% | -$222K | 0.08% | 126 |
|
|
2022
Q2 | $399K | Sell |
4,763
-567
| -11% | -$47.5K | 0.2% | 86 |
|
|
2022
Q1 | $538K | Buy |
5,330
+73
| +1% | +$7.37K | 0.22% | 85 |
|
|
2021
Q4 | $562K | Buy |
5,257
+111
| +2% | +$11.9K | 0.23% | 86 |
|
|
2021
Q3 | $506K | Buy |
5,146
+176
| +4% | +$17.3K | 0.23% | 81 |
|
|
2021
Q2 | $490K | Sell |
4,970
-251
| -5% | -$24.7K | 0.26% | 72 |
|
|
2021
Q1 | $478K | Buy |
5,221
+482
| +10% | +$44.1K | 0.28% | 70 |
|
|
2020
Q4 | $408K | Sell |
4,739
-416
| -8% | -$35.8K | 0.28% | 78 |
|
|
2020
Q3 | $389K | Sell |
5,155
-69
| -1% | -$5.21K | 0.3% | 67 |
|
|
2020
Q2 | $362K | Buy |
5,224
+1
| +0% | +$69 | 0.29% | 68 |
|
|
2020
Q1 | $294K | Buy |
5,223
+461
| +10% | +$25.9K | 0.27% | 76 |
|
|
2019
Q4 | $346K | Buy |
+4,762
| New | +$346K | 0.22% | 93 |
|