Robinson Smith Wealth 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 | $1.84M | Buy |
13,632
+1,186
| +10% | +$160K | 1.47% | 19 |
|
|
2025
Q1 | $1.52M | Buy |
12,446
+902
| +8% | +$110K | 1.27% | 18 |
|
|
2024
Q4 | $1.48M | Buy |
11,544
+6
| +0.1% | +$772 | 1.26% | 21 |
|
|
2024
Q3 | $1.45M | Sell |
11,538
-14
| -0.1% | -$1.76K | 1.23% | 21 |
|
|
2024
Q2 | $1.37M | Hold |
11,552
| – | – | 1.21% | 21 |
|
|
2024
Q1 | $1.33M | Buy |
11,552
+61
| +0.5% | +$7.03K | 1.28% | 21 |
|
|
2023
Q4 | $1.21M | Buy |
+11,491
| New | +$1.21M | 1.19% | 22 |
|