Summit X LLC’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 | $2.13M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $806K | Buy |
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|
2022
Q4 | $611K | Sell |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $610K | Sell |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $817K | Buy |
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|
2021
Q3 | $709K | Sell |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $582K | Sell |
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|
2020
Q3 | $2.87K | Buy |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $3.33M | Sell |
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|
2019
Q4 | $5.11M | Sell |
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|
2019
Q3 | $6.18M | Sell |
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|
2019
Q2 | $6.43M | Buy |
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|
2019
Q1 | $5.44M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $260K | Buy |
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|
2018
Q1 | $200K | Buy |
|