Stone Summit Wealth’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 | $563K | Sell |
4,171
-178
| -4% | -$24K | 0.17% | 94 |
|
|
2025
Q1 | $531K | Buy |
4,349
+343
| +9% | +$41.8K | 0.18% | 90 |
|
|
2024
Q4 | $515K | Buy |
4,006
+5
| +0.1% | +$643 | 0.17% | 95 |
|
|
2024
Q3 | $503K | Sell |
4,001
-62
| -2% | -$7.79K | 0.16% | 102 |
|
|
2024
Q2 | $483K | Hold |
4,063
| – | – | 0.17% | 94 |
|
|
2024
Q1 | $468K | Sell |
4,063
-92
| -2% | -$10.6K | 0.16% | 101 |
|
|
2023
Q4 | $437K | Buy |
4,155
+577
| +16% | +$60.7K | 0.17% | 106 |
|
|
2023
Q3 | $337K | Buy |
3,578
+872
| +32% | +$82.1K | 0.14% | 117 |
|
|
2023
Q2 | $265K | Buy |
2,706
+196
| +8% | +$19.2K | 0.11% | 125 |
|
|
2023
Q1 | $227K | Hold |
2,510
| – | – | 0.1% | 127 |
|
|
2022
Q4 | $213K | Buy |
+2,510
| New | +$213K | 0.1% | 126 |
|