Smallwood Wealth Investment 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
Q1 | $44.4M | Buy |
363,558
+10,575
| +3% | +$1.29M | 27.93% | 1 |
|
|
2024
Q4 | $45.4M | Sell |
352,983
-1,985
| -0.6% | -$255K | 30.97% | 1 |
|
|
2024
Q3 | $44.6M | Buy |
354,968
+7,552
| +2% | +$949K | 31.81% | 1 |
|
|
2024
Q2 | $41.3M | Buy |
347,416
+5,455
| +2% | +$648K | 31.87% | 1 |
|
|
2024
Q1 | $39.4M | Sell |
341,961
-2,628
| -0.8% | -$303K | 30.56% | 1 |
|
|
2023
Q4 | $36.3M | Buy |
344,589
+8,301
| +2% | +$874K | 30.01% | 1 |
|
|
2023
Q3 | $31.7M | Buy |
336,288
+8,022
| +2% | +$756K | 28.83% | 1 |
|
|
2023
Q2 | $32.1M | Sell |
328,266
-5,696
| -2% | -$557K | 28.63% | 1 |
|
|
2023
Q1 | $30.2M | Buy |
333,962
+2,024
| +0.6% | +$183K | 28.64% | 1 |
|
|
2022
Q4 | $28.1M | Buy |
331,938
+11,282
| +4% | +$957K | 23.82% | 1 |
|
|
2022
Q3 | $25.5M | Sell |
320,656
-9,623
| -3% | -$765K | 22.92% | 1 |
|
|
2022
Q2 | $27.7M | Buy |
330,279
+12,015
| +4% | +$1.01M | 28.04% | 1 |
|
|
2022
Q1 | $32.1M | Buy |
318,264
+11,167
| +4% | +$1.13M | 30.36% | 1 |
|
|
2021
Q4 | $32.9M | Buy |
+307,097
| New | +$32.9M | 30.58% | 1 |
|