Shorepoint Capital Partners’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
Q1 | $307K | Buy |
2,513
+7
| +0.3% | +$854 | 0.07% | 95 |
|
|
2024
Q4 | $322K | Buy |
2,506
+9
| +0.4% | +$1.16K | 0.07% | 93 |
|
|
2024
Q3 | $314K | Buy |
2,497
+9
| +0.4% | +$1.13K | 0.07% | 91 |
|
|
2024
Q2 | $295K | Buy |
2,488
+7
| +0.3% | +$831 | 0.07% | 93 |
|
|
2024
Q1 | $286K | Buy |
2,481
+7
| +0.3% | +$807 | 0.07% | 89 |
|
|
2023
Q4 | $260K | Buy |
2,474
+23
| +0.9% | +$2.42K | 0.07% | 92 |
|
|
2023
Q3 | $231K | Buy |
2,451
+26
| +1% | +$2.45K | 0.07% | 100 |
|
|
2023
Q2 | $237K | Sell |
2,425
-2
| -0.1% | -$196 | 0.07% | 105 |
|
|
2023
Q1 | $220K | Buy |
2,427
+41
| +2% | +$3.71K | 0.06% | 117 |
|
|
2022
Q4 | $202K | Buy |
+2,386
| New | +$202K | 0.06% | 136 |
|