Summit Investment Advisory Services’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 | – | Sell |
-28,189
| Closed | -$3.44M | – | 81 |
|
|
2025
Q1 | $3.44M | Buy |
28,189
+426
| +2% | +$52K | 1.69% | 10 |
|
|
2024
Q4 | $3.57M | Sell |
27,763
-188
| -0.7% | -$24.2K | 1.84% | 9 |
|
|
2024
Q3 | $3.51M | Buy |
+27,951
| New | +$3.51M | 1.86% | 9 |
|
|
2024
Q2 | – | Sell |
-27,963
| Closed | -$3.22M | – | 67 |
|
|
2024
Q1 | $3.22M | Buy |
27,963
+15
| +0.1% | +$1.73K | 1.91% | 10 |
|
|
2023
Q4 | $2.94M | Buy |
27,948
+107
| +0.4% | +$11.3K | 1.85% | 10 |
|
|
2023
Q3 | $2.62M | Hold |
27,841
| – | – | 1.94% | 10 |
|
|
2023
Q2 | $2.72M | Sell |
27,841
-144
| -0.5% | -$14.1K | 1.8% | 10 |
|
|
2023
Q1 | $2.53M | Buy |
27,985
+21
| +0.1% | +$1.9K | 1.8% | 10 |
|
|
2022
Q4 | $2.37M | Buy |
+27,964
| New | +$2.37M | 2.87% | 7 |
|