Reston Wealth Management’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 | $474K | Sell |
3,514
-299
| -8% | -$40.4K | 0.17% | 31 |
|
2025
Q1 | $465K | Buy |
3,813
+11
| +0.3% | +$1.34K | 0.19% | 32 |
|
2024
Q4 | $489K | Buy |
3,802
+14
| +0.4% | +$1.8K | 0.18% | 32 |
|
2024
Q3 | $476K | Buy |
3,788
+14
| +0.4% | +$1.76K | 0.17% | 32 |
|
2024
Q2 | $448K | Buy |
3,774
+10
| +0.3% | +$1.19K | 0.18% | 34 |
|
2024
Q1 | $434K | Buy |
3,764
+10
| +0.3% | +$1.15K | 0.18% | 36 |
|
2023
Q4 | $395K | Buy |
3,754
+1,174
| +46% | +$124K | 0.18% | 32 |
|
2023
Q3 | $243K | Sell |
2,580
-43
| -2% | -$4.05K | 0.12% | 43 |
|
2023
Q2 | $257K | Buy |
2,623
+117
| +5% | +$11.4K | 0.12% | 41 |
|
2023
Q1 | $227K | Buy |
2,506
+10
| +0.4% | +$905 | 0.12% | 41 |
|
2022
Q4 | $212K | Buy |
+2,496
| New | +$212K | 0.12% | 45 |
|
2022
Q2 | – | Sell |
-2,124
| Closed | -$214K | – | 64 |
|
2022
Q1 | $214K | Buy |
2,124
+6
| +0.3% | +$605 | 0.11% | 56 |
|
2021
Q4 | $227K | Buy |
2,118
+16
| +0.8% | +$1.72K | 0.11% | 54 |
|
2021
Q3 | $207K | Buy |
+2,102
| New | +$207K | 0.11% | 52 |
|
2020
Q3 | – | Sell |
-3,295
| Closed | -$229K | – | 42 |
|
2020
Q2 | $229K | Sell |
3,295
-478
| -13% | -$33.2K | 0.16% | 39 |
|
2020
Q1 | $216K | Sell |
3,773
-2,643
| -41% | -$151K | 0.17% | 40 |
|
2019
Q4 | $466K | Sell |
6,416
-3,048
| -32% | -$221K | 0.37% | 25 |
|
2019
Q3 | $635K | Buy |
9,464
+2
| +0% | +$134 | 0.57% | 19 |
|
2019
Q2 | $630K | Buy |
9,462
+2,836
| +43% | +$189K | 0.5% | 23 |
|
2019
Q1 | $440K | Buy |
6,626
+31
| +0.5% | +$2.06K | 0.35% | 30 |
|
2018
Q4 | $374K | Buy |
+6,595
| New | +$374K | 0.36% | 29 |
|