Sowell Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Buy |
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|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $15.2M | Sell |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $138M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $3M | Sell |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $5.61M | Sell |
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|
2019
Q3 | $9.02M | Buy |
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|
2019
Q1 | $981K | Buy |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $393K | Sell |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $512K | Sell |
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|
2017
Q2 | $594K | Sell |
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|
2017
Q1 | $655K | Sell |
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|
2016
Q4 | $1.9M | Buy |
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