Richwood Investment Advisors’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 | $206K | Buy |
+1,526
| New | +$206K | 0.17% | 98 |
|
|
2025
Q1 | – | Sell |
-1,886
| Closed | -$243K | – | 100 |
|
|
2024
Q4 | $243K | Hold |
1,886
| – | – | 0.2% | 94 |
|
|
2024
Q3 | $237K | Hold |
1,886
| – | – | 0.2% | 96 |
|
|
2024
Q2 | $224K | Hold |
1,886
| – | – | 0.2% | 94 |
|
|
2024
Q1 | $217K | Buy |
+1,886
| New | +$217K | 0.19% | 97 |
|
|
2022
Q2 | – | Sell |
-2,236
| Closed | -$226K | – | 111 |
|
|
2022
Q1 | $226K | Hold |
2,236
| – | – | 0.2% | 110 |
|
|
2021
Q4 | $239K | Buy |
+2,236
| New | +$239K | 0.21% | 96 |
|