Reliant Wealth 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 | $38.1M | Sell |
282,286
-9,363
| -3% | -$1.26M | 14.88% | 3 |
|
|
2025
Q1 | $35.6M | Sell |
291,649
-12,378
| -4% | -$1.51M | 16.23% | 3 |
|
|
2024
Q4 | $39.1M | Sell |
304,027
-406,835
| -57% | -$52.3M | 18.34% | 3 |
|
|
2024
Q3 | $89.3M | Buy |
710,862
+8,884
| +1% | +$1.12M | 38.67% | 1 |
|
|
2024
Q2 | $83.4M | Buy |
701,978
+2,268
| +0.3% | +$269K | 38.47% | 1 |
|
|
2024
Q1 | $80.7M | Buy |
699,710
+12,338
| +2% | +$1.42M | 38.59% | 1 |
|
|
2023
Q4 | $72.3M | Buy |
687,372
+71,835
| +12% | +$7.56M | 35.12% | 1 |
|
|
2023
Q3 | $58M | Buy |
615,537
+32,725
| +6% | +$3.08M | 30.76% | 1 |
|
|
2023
Q2 | $57M | Sell |
582,812
-7,048
| -1% | -$690K | 34.41% | 1 |
|
|
2023
Q1 | $53.4M | Sell |
589,860
-3,279
| -0.6% | -$297K | 33.11% | 1 |
|
|
2022
Q4 | $50.3M | Buy |
593,139
+8,688
| +1% | +$737K | 30.51% | 1 |
|
|
2022
Q3 | $46.5M | Buy |
584,451
+6,614
| +1% | +$526K | 19.74% | 1 |
|
|
2022
Q2 | $48.4M | Sell |
577,837
-7,213
| -1% | -$604K | 20.32% | 1 |
|
|
2022
Q1 | $59.1M | Buy |
585,050
+14,244
| +2% | +$1.44M | 29.19% | 1 |
|
|
2021
Q4 | $61.1M | Sell |
570,806
-10,505
| -2% | -$1.12M | 29.7% | 1 |
|
|
2021
Q3 | $57.2M | Sell |
581,311
-5,830
| -1% | -$574K | 30.31% | 1 |
|
|
2021
Q2 | $58M | Sell |
587,141
-2,534
| -0.4% | -$250K | 30.99% | 1 |
|
|
2021
Q1 | $54M | Buy |
589,675
+7,357
| +1% | +$674K | 31.31% | 1 |
|
|
2020
Q4 | $50.2M | Sell |
582,318
-6,574
| -1% | -$567K | 29.94% | 1 |
|
|
2020
Q3 | $44.5M | Buy |
588,892
+10,697
| +2% | +$808K | 29.02% | 1 |
|
|
2020
Q2 | $40.2M | Buy |
578,195
+494
| +0.1% | +$34.3K | 24.92% | 1 |
|
|
2020
Q1 | $33.1M | Buy |
577,701
+12,316
| +2% | +$705K | 17.24% | 2 |
|
|
2019
Q4 | $41.1M | Buy |
+565,385
| New | +$41.1M | 20.59% | 2 |
|