Stokes Family Office’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 | $23M | Buy |
170,141
+8,072
| +5% | +$1.09M | 2.41% | 9 |
|
|
2025
Q1 | $19.8M | Buy |
162,069
+378
| +0.2% | +$46.1K | 2.22% | 9 |
|
|
2024
Q4 | $20.8M | Buy |
161,691
+1,681
| +1% | +$216K | 2.22% | 11 |
|
|
2024
Q3 | $20.1M | Sell |
160,010
-4,212
| -3% | -$529K | 2.2% | 11 |
|
|
2024
Q2 | $19.5M | Sell |
164,222
-1,830
| -1% | -$217K | 2.29% | 9 |
|
|
2024
Q1 | $19.1M | Sell |
166,052
-7,564
| -4% | -$872K | 2.39% | 7 |
|
|
2023
Q4 | $18.3M | Sell |
173,616
-50,625
| -23% | -$5.33M | 2.47% | 5 |
|
|
2023
Q3 | $21.1M | Buy |
224,241
+1,749
| +0.8% | +$165K | 2.48% | 6 |
|
|
2023
Q2 | $21.8M | Sell |
222,492
-621
| -0.3% | -$60.8K | 2.52% | 8 |
|
|
2023
Q1 | $20.2M | Sell |
223,113
-4,200
| -2% | -$380K | 2.52% | 7 |
|
|
2022
Q4 | $19.3M | Sell |
227,313
-2,060
| -0.9% | -$175K | 2.48% | 6 |
|
|
2022
Q3 | $18.2M | Sell |
229,373
-1,912
| -0.8% | -$152K | 2.6% | 7 |
|
|
2022
Q2 | $19.4M | Buy |
231,285
+10,554
| +5% | +$884K | 2.64% | 6 |
|
|
2022
Q1 | $22.3M | Sell |
220,731
-1,052
| -0.5% | -$106K | 2.96% | 6 |
|
|
2021
Q4 | $23.7M | Buy |
221,783
+864
| +0.4% | +$92.4K | 2.95% | 6 |
|
|
2021
Q3 | $21.7M | Sell |
220,919
-1,412
| -0.6% | -$139K | 3.02% | 6 |
|
|
2021
Q2 | $22M | Sell |
222,331
-397
| -0.2% | -$39.2K | 3.11% | 6 |
|
|
2021
Q1 | $20.4M | Sell |
222,728
-17,958
| -7% | -$1.64M | 3.17% | 6 |
|
|
2020
Q4 | $20.8M | Buy |
240,686
+8,468
| +4% | +$730K | 4.09% | 4 |
|
|
2020
Q3 | $17.5M | Buy |
232,218
+1,267
| +0.5% | +$95.6K | 3.97% | 4 |
|
|
2020
Q2 | $16M | Buy |
230,951
+9,445
| +4% | +$656K | 4.04% | 4 |
|
|
2020
Q1 | $12.7M | Sell |
221,506
-10,877
| -5% | -$622K | 3.38% | 6 |
|
|
2019
Q4 | $16.9M | Buy |
+232,383
| New | +$16.9M | 3.75% | 6 |
|