Rothschild Investment LLC’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 | $297K | Hold |
2,201
| – | – | 0.02% | 429 |
|
|
2025
Q1 | $269K | Sell |
2,201
-351
| -14% | -$42.8K | 0.02% | 440 |
|
|
2024
Q4 | $328K | Buy |
2,552
+38
| +2% | +$4.89K | 0.02% | 409 |
|
|
2024
Q3 | $316K | Hold |
2,514
| – | – | 0.02% | 421 |
|
|
2024
Q2 | $299K | Sell |
2,514
-218
| -8% | -$25.9K | 0.02% | 423 |
|
|
2024
Q1 | $315K | Sell |
2,732
-313
| -10% | -$36.1K | 0.02% | 399 |
|
|
2023
Q4 | $320K | Sell |
3,045
-332
| -10% | -$34.9K | 0.03% | 346 |
|
|
2023
Q3 | $318K | Buy |
+3,377
| New | +$318K | 0.03% | 378 |
|