SkyOak Wealth’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 | $281K | Sell |
2,079
-1,018
| -33% | -$137K | 0.06% | 185 |
|
|
2025
Q1 | $378K | Buy |
3,097
+9
| +0.3% | +$1.1K | 0.08% | 137 |
|
|
2024
Q4 | $397K | Buy |
3,088
+1,000
| +48% | +$129K | 0.09% | 138 |
|
|
2024
Q3 | $262K | Hold |
2,088
| – | – | 0.06% | 192 |
|
|
2024
Q2 | $248K | Sell |
2,088
-28
| -1% | -$3.33K | 0.06% | 201 |
|
|
2024
Q1 | $244K | Hold |
2,116
| – | – | 0.06% | 211 |
|
|
2023
Q4 | $223K | Buy |
+2,116
| New | +$223K | 0.06% | 217 |
|