Sanibel Captiva Trust Company’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 | $666K | Hold |
4,932
| – | – | 0.02% | 255 |
|
2025
Q1 | $602K | Buy |
4,932
+423
| +9% | +$51.6K | 0.02% | 253 |
|
2024
Q4 | $580K | Hold |
4,509
| – | – | 0.02% | 255 |
|
2024
Q3 | $566K | Sell |
4,509
-2
| -0% | -$251 | 0.02% | 257 |
|
2024
Q2 | $536K | Buy |
4,511
+625
| +16% | +$74.2K | 0.02% | 256 |
|
2024
Q1 | $448K | Hold |
3,886
| – | – | 0.02% | 268 |
|
2023
Q4 | $409K | Buy |
+3,886
| New | +$409K | 0.02% | 260 |
|