Squire Investment Management Company’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 | $25.8M | Buy |
191,021
+9,030
| +5% | +$1.22M | 9.51% | 3 |
|
|
2025
Q1 | $22.2M | Buy |
181,991
+7,493
| +4% | +$914K | 9.25% | 3 |
|
|
2024
Q4 | $22.4M | Buy |
174,498
+19,309
| +12% | +$2.48M | 9.88% | 3 |
|
|
2024
Q3 | $19.5M | Buy |
155,189
+13,477
| +10% | +$1.69M | 9.27% | 4 |
|
|
2024
Q2 | $16.8M | Buy |
141,712
+29,418
| +26% | +$3.49M | 9.55% | 3 |
|
|
2024
Q1 | $12.9M | Buy |
112,294
+34,224
| +44% | +$3.95M | 8.16% | 4 |
|
|
2023
Q4 | $8.22M | Buy |
+78,070
| New | +$8.22M | 6.69% | 5 |
|