Shira Ridge 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 | $376K | Hold |
2,785
| – | – | 0.17% | 55 |
|
|
2025
Q1 | $340K | Sell |
2,785
-3
| -0.1% | -$366 | 0.17% | 57 |
|
|
2024
Q4 | $359K | Buy |
2,788
+3
| +0.1% | +$386 | 0.18% | 59 |
|
|
2024
Q3 | $350K | Hold |
2,785
| – | – | 0.18% | 63 |
|
|
2024
Q2 | $331K | Sell |
2,785
-324
| -10% | -$38.5K | 0.18% | 60 |
|
|
2024
Q1 | $358K | Hold |
3,109
| – | – | 0.21% | 57 |
|
|
2023
Q4 | $327K | Hold |
3,109
| – | – | 0.2% | 62 |
|
|
2023
Q3 | $293K | Hold |
3,109
| – | – | 0.19% | 56 |
|
|
2023
Q2 | $304K | Hold |
3,109
| – | – | 0.19% | 58 |
|
|
2023
Q1 | $282K | Sell |
3,109
-36
| -1% | -$3.26K | 0.19% | 56 |
|
|
2022
Q4 | $267K | Buy |
+3,145
| New | +$267K | 0.18% | 58 |
|