Roundview Capital’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 | $503K | Hold |
3,722
| – | – | 0.03% | 261 |
|
|
2025
Q1 | $454K | Hold |
3,722
| – | – | 0.03% | 265 |
|
|
2024
Q4 | $479K | Buy |
3,722
+429
| +13% | +$55.2K | 0.03% | 276 |
|
|
2024
Q3 | $414K | Buy |
3,293
+561
| +21% | +$70.5K | 0.03% | 287 |
|
|
2024
Q2 | $325K | Hold |
2,732
| – | – | 0.03% | 286 |
|
|
2024
Q1 | $315K | Buy |
2,732
+276
| +11% | +$31.8K | 0.03% | 285 |
|
|
2023
Q4 | $258K | Buy |
2,456
+52
| +2% | +$5.47K | 0.02% | 289 |
|
|
2023
Q3 | $226K | Buy |
+2,404
| New | +$226K | 0.02% | 289 |
|