Schrum Private Wealth Management’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 | Buy |
18,529
+1,550
| +9% | +$209K | 2.01% | 9 |
|
|
2025
Q1 | $2.07M | Buy |
16,979
+743
| +5% | +$90.7K | 1.82% | 11 |
|
|
2024
Q4 | $2.09M | Sell |
16,236
-1,296
| -7% | -$167K | 1.77% | 11 |
|
|
2024
Q3 | $2.2M | Buy |
17,532
+5,110
| +41% | +$642K | 1.14% | 21 |
|
|
2024
Q2 | $1.48M | Buy |
12,422
+1,172
| +10% | +$139K | 1.33% | 20 |
|
|
2024
Q1 | $1.3M | Buy |
11,250
+6,774
| +151% | +$781K | 1.18% | 23 |
|
|
2023
Q4 | $471K | Sell |
4,476
-3,087
| -41% | -$325K | 0.67% | 45 |
|
|
2023
Q3 | $712K | Buy |
7,563
+126
| +2% | +$11.9K | 0.81% | 37 |
|
|
2023
Q2 | $728K | Buy |
7,437
+106
| +1% | +$10.4K | 0.79% | 38 |
|
|
2023
Q1 | $664K | Sell |
7,331
-43
| -0.6% | -$3.89K | 0.77% | 38 |
|
|
2022
Q4 | $625K | Sell |
7,374
-163
| -2% | -$13.8K | 0.74% | 37 |
|
|
2022
Q3 | $600K | Buy |
7,537
+3
| +0% | +$239 | 0.76% | 36 |
|
|
2022
Q2 | $631K | Sell |
7,534
-608
| -7% | -$50.9K | 0.71% | 39 |
|
|
2022
Q1 | $782K | Buy |
8,142
+927
| +13% | +$89K | 0.79% | 38 |
|
|
2021
Q4 | $772K | Buy |
+7,215
| New | +$772K | 0.7% | 41 |
|