Smith Salley 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 | $396K | Hold |
2,933
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $358K | Buy |
2,933
+1,041
| +55% | +$127K | 0.02% | 195 |
|
|
2024
Q4 | $243K | Hold |
1,892
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $238K | Hold |
1,892
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $225K | Hold |
1,892
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $218K | Sell |
1,892
-233
| -11% | -$26.9K | 0.02% | 216 |
|
|
2023
Q4 | $224K | Buy |
+2,125
| New | +$224K | 0.01% | 229 |
|
|
2023
Q1 | – | Sell |
-5,279
| Closed | -$448K | – | 229 |
|
|
2022
Q4 | $448K | Buy |
+5,279
| New | +$448K | 0.04% | 171 |
|
|
2022
Q2 | – | Sell |
-2,289
| Closed | -$231K | – | 236 |
|
|
2022
Q1 | $231K | Buy |
+2,289
| New | +$231K | 0.02% | 221 |
|