St. Denis J. Villere & Co’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 | $338K | Hold |
2,500
| – | – | 0.03% | 62 |
|
2025
Q1 | $305K | Sell |
2,500
-2,017
| -45% | -$246K | 0.03% | 66 |
|
2024
Q4 | $581K | Hold |
4,517
| – | – | 0.05% | 54 |
|
2024
Q3 | $567K | Hold |
4,517
| – | – | 0.05% | 53 |
|
2024
Q2 | $537K | Sell |
4,517
-2,000
| -31% | -$238K | 0.05% | 54 |
|
2024
Q1 | $751K | Buy |
+6,517
| New | +$751K | 0.06% | 49 |
|