Strategic Equity Management’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 | $3.42M | Sell |
25,327
-69,346
| -73% | -$9.36M | 1.26% | 18 |
|
|
2025
Q1 | $11.6M | Buy |
94,673
+4,791
| +5% | +$585K | 4.86% | 6 |
|
|
2024
Q4 | $11.6M | Buy |
89,882
+26,593
| +42% | +$3.42M | 4.87% | 8 |
|
|
2024
Q3 | $7.95M | Buy |
63,289
+19,669
| +45% | +$2.47M | 3.77% | 10 |
|
|
2024
Q2 | $5.18M | Buy |
43,620
+7,310
| +20% | +$868K | 3.38% | 9 |
|
|
2024
Q1 | $4.19M | Buy |
36,310
+2,978
| +9% | +$343K | 3.5% | 10 |
|
|
2023
Q4 | $3.51M | Sell |
33,332
-37,782
| -53% | -$3.98M | 3.95% | 11 |
|
|
2023
Q3 | $6.7M | Buy |
+71,114
| New | +$6.7M | 2.52% | 10 |
|