Sendero 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 | $28.7M | Buy |
212,613
+626
| +0.3% | +$84.5K | 3.58% | 5 |
|
|
2025
Q1 | $25.9M | Buy |
211,987
+615
| +0.3% | +$75K | 3.59% | 3 |
|
|
2024
Q4 | $27.2M | Sell |
211,372
-26,154
| -11% | -$3.36M | 4.05% | 3 |
|
|
2024
Q3 | $29.8M | Buy |
237,526
+875
| +0.4% | +$110K | 4.7% | 3 |
|
|
2024
Q2 | $28.1M | Buy |
236,651
+672
| +0.3% | +$79.8K | 4.73% | 3 |
|
|
2024
Q1 | $27.2M | Buy |
235,979
+1,127
| +0.5% | +$130K | 4.68% | 3 |
|
|
2023
Q4 | $24.7M | Buy |
234,852
+1,054
| +0.5% | +$111K | 4.66% | 3 |
|
|
2023
Q3 | $22M | Buy |
233,798
+1,099
| +0.5% | +$104K | 4.73% | 3 |
|
|
2023
Q2 | $22.8M | Buy |
+232,699
| New | +$22.8M | 4.97% | 3 |
|