Rather & Kittrell’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 | $3.84M | Sell |
28,454
-1,706
| -6% | -$230K | 0.76% | 18 |
|
|
2025
Q1 | $3.68M | Sell |
30,160
-1,221
| -4% | -$149K | 0.8% | 18 |
|
|
2024
Q4 | $4.04M | Sell |
31,381
-2,886
| -8% | -$371K | 0.95% | 18 |
|
|
2024
Q3 | $4.3M | Buy |
34,267
+1,312
| +4% | +$165K | 1.05% | 18 |
|
|
2024
Q2 | $3.91M | Sell |
32,955
-1,035
| -3% | -$123K | 1.08% | 18 |
|
|
2024
Q1 | $3.92M | Sell |
33,990
-3,819
| -10% | -$440K | 1.17% | 18 |
|
|
2023
Q4 | $3.98M | Sell |
37,809
-2,027
| -5% | -$213K | 1.39% | 17 |
|
|
2023
Q3 | $3.75M | Sell |
39,836
-877
| -2% | -$82.6K | 1.51% | 14 |
|
|
2023
Q2 | $3.98M | Sell |
40,713
-1,807
| -4% | -$177K | 1.66% | 14 |
|
|
2023
Q1 | $3.85M | Sell |
42,520
-2,296
| -5% | -$208K | 1.75% | 14 |
|
|
2022
Q4 | $3.8M | Sell |
44,816
-1,604
| -3% | -$136K | 2.02% | 12 |
|
|
2022
Q3 | $3.69M | Sell |
46,420
-1,157
| -2% | -$92K | 3.88% | 5 |
|
|
2022
Q2 | $3.99M | Sell |
47,577
-435
| -0.9% | -$36.4K | 4.37% | 5 |
|
|
2022
Q1 | $4.85M | Sell |
48,012
-5,171
| -10% | -$522K | 4.72% | 5 |
|
|
2021
Q4 | $5.69M | Buy |
+53,183
| New | +$5.69M | 5.01% | 5 |
|