Sound Stewardship’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 | $877K | Sell |
6,492
-334
| -5% | -$45.1K | 0.45% | 33 |
|
|
2025
Q1 | $833K | Sell |
6,826
-18
| -0.3% | -$2.2K | 0.47% | 33 |
|
|
2024
Q4 | $880K | Sell |
6,844
-597
| -8% | -$76.8K | 0.52% | 32 |
|
|
2024
Q3 | $935K | Sell |
7,441
-539
| -7% | -$67.7K | 0.52% | 32 |
|
|
2024
Q2 | $948K | Sell |
7,980
-44
| -0.5% | -$5.23K | 0.58% | 32 |
|
|
2024
Q1 | $925K | Sell |
8,024
-177
| -2% | -$20.4K | 0.56% | 32 |
|
|
2023
Q4 | $863K | Sell |
8,201
-576
| -7% | -$60.6K | 0.57% | 35 |
|
|
2023
Q3 | $827K | Sell |
8,777
-39
| -0.4% | -$3.67K | 0.56% | 35 |
|
|
2023
Q2 | $863K | Sell |
8,816
-493
| -5% | -$48.2K | 0.57% | 34 |
|
|
2023
Q1 | $843K | Sell |
9,309
-10
| -0.1% | -$906 | 0.57% | 35 |
|
|
2022
Q4 | $790K | Buy |
+9,319
| New | +$790K | 0.58% | 36 |
|