Ruggaard & Associates’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 | $460K | Sell |
3,410
-1,008
| -23% | -$136K | 0.19% | 68 |
|
|
2025
Q1 | $539K | Sell |
4,418
-1,957
| -31% | -$239K | 0.24% | 55 |
|
|
2024
Q4 | $820K | Buy |
6,375
+1,960
| +44% | +$252K | 0.36% | 36 |
|
|
2024
Q3 | $555K | Buy |
4,415
+2
| +0% | +$251 | 0.24% | 58 |
|
|
2024
Q2 | $524K | Buy |
4,413
+2
| +0% | +$238 | 0.24% | 61 |
|
|
2024
Q1 | $509K | Buy |
4,411
+1
| +0% | +$115 | 0.24% | 56 |
|
|
2023
Q4 | $464K | Hold |
4,410
| – | – | 0.25% | 58 |
|
|
2023
Q3 | $415K | Hold |
4,410
| – | – | 0.25% | 64 |
|
|
2023
Q2 | $431K | Hold |
4,410
| – | – | 0.25% | 62 |
|
|
2023
Q1 | $399K | Buy |
+4,410
| New | +$399K | 0.25% | 64 |
|