Stephenson & 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 | $1.78M | Hold |
13,202
| – | – | 1.08% | 14 |
|
|
2025
Q1 | $1.61M | Hold |
13,202
| – | – | 1.05% | 15 |
|
|
2024
Q4 | $1.7M | Hold |
13,202
| – | – | 1.14% | 15 |
|
|
2024
Q3 | $1.66M | Hold |
13,202
| – | – | 1.12% | 15 |
|
|
2024
Q2 | $1.57M | Hold |
13,202
| – | – | 1.16% | 14 |
|
|
2024
Q1 | $1.52M | Hold |
13,202
| – | – | 1.11% | 15 |
|
|
2023
Q4 | $1.39M | Buy |
+13,202
| New | +$1.39M | 1.16% | 16 |
|