Retirement Planning Group (Kansas)’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 | $3.46M | Sell |
25,615
-3,533
| -12% | -$477K | 0.15% | 55 |
|
|
2025
Q1 | $3.56M | Sell |
29,148
-36,341
| -55% | -$4.43M | 0.17% | 52 |
|
|
2024
Q4 | $8.42M | Buy |
65,489
+3,916
| +6% | +$504K | 0.42% | 29 |
|
|
2024
Q3 | $7.73M | Buy |
61,573
+401
| +0.7% | +$50.4K | 0.42% | 32 |
|
|
2024
Q2 | $7.27M | Sell |
61,172
-228
| -0.4% | -$27.1K | 0.46% | 28 |
|
|
2024
Q1 | $7.08M | Buy |
61,400
+5,773
| +10% | +$666K | 0.54% | 26 |
|
|
2023
Q4 | $5.85M | Buy |
55,627
+1,377
| +3% | +$145K | 0.52% | 23 |
|
|
2023
Q3 | $5.11M | Buy |
54,250
+9,264
| +21% | +$873K | 0.54% | 20 |
|
|
2023
Q2 | $4.4M | Buy |
44,986
+8,851
| +24% | +$866K | 0.44% | 23 |
|
|
2023
Q1 | $3.27M | Buy |
36,135
+3,110
| +9% | +$282K | 0.35% | 29 |
|
|
2022
Q4 | $2.8M | Buy |
33,025
+8,979
| +37% | +$761K | 0.32% | 29 |
|
|
2022
Q3 | $1.91M | Buy |
24,046
+7,726
| +47% | +$615K | 0.24% | 35 |
|
|
2022
Q2 | $1.37M | Buy |
+16,320
| New | +$1.37M | 0.17% | 41 |
|