Sage Financial Group’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 | $2.5M | Sell |
18,521
-4
| -0% | -$540 | 0.18% | 35 |
|
|
2025
Q1 | $2.26M | Sell |
18,525
-390
| -2% | -$47.6K | 0.18% | 36 |
|
|
2024
Q4 | $2.43M | Buy |
18,915
+619
| +3% | +$79.6K | 0.2% | 37 |
|
|
2024
Q3 | $2.3M | Buy |
18,296
+1
| +0% | +$126 | 0.19% | 38 |
|
|
2024
Q2 | $2.17M | Buy |
18,295
+766
| +4% | +$91K | 0.19% | 38 |
|
|
2024
Q1 | $2.02M | Hold |
17,529
| – | – | 0.18% | 39 |
|
|
2023
Q4 | $1.84M | Sell |
17,529
-160
| -0.9% | -$16.8K | 0.18% | 40 |
|
|
2023
Q3 | $1.67M | Buy |
17,689
+9,027
| +104% | +$850K | 0.18% | 39 |
|
|
2023
Q2 | $847K | Buy |
+8,662
| New | +$847K | 0.09% | 50 |
|