Summit Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $9.82M | Buy |
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|
2024
Q2 | $6.82M | Sell |
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|
2024
Q1 | $6.99M | Buy |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $5.78M | Buy |
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|
2023
Q1 | $5.33M | Buy |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $4.72M | Buy |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $5.73M | Buy |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $5.07M | Buy |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $4.06M | Buy |
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|
2020
Q3 | $2.88M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $434K | Buy |
|