Sutton Place Investors’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 | $5.81M | Sell |
43,045
-107
| -0.2% | -$14.4K | 3.5% | 7 |
|
|
2025
Q1 | $5.27M | Buy |
43,152
+241
| +0.6% | +$29.4K | 3.54% | 7 |
|
|
2024
Q4 | $5.52M | Hold |
42,911
| – | – | 3.2% | 7 |
|
|
2024
Q3 | $5.39M | Sell |
42,911
-574
| -1% | -$72.1K | 3.29% | 6 |
|
|
2024
Q2 | $5.17M | Buy |
43,485
+3,107
| +8% | +$369K | 3.44% | 6 |
|
|
2024
Q1 | $4.66M | Sell |
40,378
-1,248
| -3% | -$144K | 2.3% | 9 |
|
|
2023
Q4 | $4.38M | Sell |
41,626
-1,437
| -3% | -$151K | 3.17% | 4 |
|
|
2023
Q3 | $4.06M | Sell |
43,063
-5,112
| -11% | -$482K | 5.28% | 5 |
|
|
2023
Q2 | $4.71M | Buy |
48,175
+2,227
| +5% | +$218K | 6.55% | 4 |
|
|
2023
Q1 | $4.16M | Sell |
45,948
-8,843
| -16% | -$801K | 5.65% | 5 |
|
|
2022
Q4 | $4.65M | Sell |
54,791
-5,186
| -9% | -$440K | 6.63% | 4 |
|
|
2022
Q3 | $4.77M | Sell |
59,977
-16,314
| -21% | -$1.3M | 7.23% | 2 |
|
|
2022
Q2 | $6.39M | Sell |
76,291
-2,179
| -3% | -$183K | 9.3% | 1 |
|
|
2022
Q1 | $7.46M | Buy |
78,470
+3,962
| +5% | +$376K | 8.91% | 1 |
|
|
2021
Q4 | $7.97M | Buy |
+74,508
| New | +$7.97M | 9.17% | 1 |
|