Pursue Wealth 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 | $411K | Hold |
3,045
| – | – | 0.23% | 69 |
|
|
2025
Q1 | $372K | Hold |
3,045
| – | – | 0.23% | 73 |
|
|
2024
Q4 | $392K | Buy |
3,045
+745
| +32% | +$95.8K | 0.22% | 65 |
|
|
2024
Q3 | $289K | Hold |
2,300
| – | – | 0.16% | 86 |
|
|
2024
Q2 | $273K | Hold |
2,300
| – | – | 0.15% | 84 |
|
|
2024
Q1 | $265K | Hold |
2,300
| – | – | 0.16% | 84 |
|
|
2023
Q4 | $242K | Hold |
2,300
| – | – | 0.16% | 78 |
|
|
2023
Q3 | $217K | Hold |
2,300
| – | – | 0.15% | 84 |
|
|
2023
Q2 | $225K | Sell |
2,300
-1,200
| -34% | -$117K | 0.14% | 90 |
|
|
2023
Q1 | $317K | Hold |
3,500
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $297K | Hold |
3,500
| – | – | 0.23% | 78 |
|
|
2022
Q3 | $278K | Hold |
3,500
| – | – | 0.2% | 83 |
|
|
2022
Q2 | $293K | Hold |
3,500
| – | – | 0.19% | 86 |
|
|
2022
Q1 | $350K | Hold |
3,500
| – | – | 0.14% | 102 |
|
|
2021
Q4 | $374K | Buy |
+3,500
| New | +$374K | 0.14% | 99 |
|