Retirement Capital Strategies’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 | $430K | Sell |
3,184
-37,617
| -92% | -$5.08M | 0.17% | 52 |
|
|
2025
Q1 | $4.98M | Buy |
40,801
+206
| +0.5% | +$25.1K | 1.94% | 14 |
|
|
2024
Q4 | $5.22M | Sell |
40,595
-1,141
| -3% | -$147K | 1.98% | 14 |
|
|
2024
Q3 | $5.24M | Sell |
41,736
-1,775
| -4% | -$223K | 2.05% | 11 |
|
|
2024
Q2 | $5.17M | Buy |
43,511
+3,796
| +10% | +$451K | 2.07% | 11 |
|
|
2024
Q1 | $4.58M | Buy |
39,715
+36,761
| +1,244% | +$4.24M | 1.87% | 14 |
|
|
2023
Q4 | $311K | Sell |
2,954
-264,455
| -99% | -$27.8M | 0.13% | 66 |
|
|
2023
Q3 | $25.2M | Buy |
+267,409
| New | +$25.2M | 11.8% | 2 |
|
|
2022
Q1 | – | Sell |
-37,023
| Closed | -$3.96M | – | 72 |
|
|
2021
Q4 | $3.96M | Buy |
+37,023
| New | +$3.96M | 1.45% | 17 |
|