Running Point Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $821K | Hold |
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|
2025
Q2 | $761K | Hold |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $183K | Hold |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $98.3K | Sell |
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|
2023
Q3 | $99.9K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $96.1K | Hold |
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|
2022
Q4 | $90K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $92K | Hold |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $81K | Buy |
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