Rice Partnership’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
$79.3K Hold
587
0.01% 126
2025
Q1
$71.6K Hold
587
0.01% 112
2024
Q4
$75.5K Hold
587
0.01% 118
2024
Q3
$73.7K Hold
587
0.01% 117
2024
Q2
$69.7K Hold
587
0.02% 111
2024
Q1
$67.7K Hold
587
0.02% 104
2023
Q4
$61.8K Buy
+587
New +$61.8K 0.02% 102
2021
Q2
Sell
-240
Closed -$22K 134
2021
Q1
$22K Buy
+240
New +$22K 0.01% 103