Tandem Capital 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 | $272K | Hold |
2,012
| – | – | 0.14% | 102 |
|
|
2025
Q1 | $245K | Hold |
2,012
| – | – | 0.14% | 103 |
|
|
2024
Q4 | $259K | Buy |
2,012
+200
| +11% | +$25.7K | 0.14% | 100 |
|
|
2024
Q3 | $228K | Buy |
+1,812
| New | +$228K | 0.12% | 109 |
|
|
2024
Q1 | – | Sell |
-2,037
| Closed | -$214K | – | 111 |
|
|
2023
Q4 | $214K | Buy |
+2,037
| New | +$214K | 0.13% | 109 |
|
|
2023
Q2 | – | Sell |
-2,952
| Closed | -$267K | – | 108 |
|
|
2023
Q1 | $267K | Sell |
2,952
-55
| -2% | -$4.98K | 0.19% | 91 |
|
|
2022
Q4 | $255K | Sell |
3,007
-480
| -14% | -$40.7K | 0.2% | 84 |
|
|
2022
Q3 | $290K | Buy |
3,487
+75
| +2% | +$6.24K | 0.24% | 74 |
|
|
2022
Q2 | $286K | Buy |
3,412
+25
| +0.7% | +$2.1K | 0.23% | 78 |
|
|
2022
Q1 | $322K | Buy |
3,387
+495
| +17% | +$47.1K | 0.22% | 77 |
|
|
2021
Q4 | $309K | Buy |
2,892
+175
| +6% | +$18.7K | 0.18% | 79 |
|
|
2021
Q3 | $267K | Buy |
2,717
+200
| +8% | +$19.7K | 0.17% | 80 |
|
|
2021
Q2 | $249K | Buy |
2,517
+30
| +1% | +$2.97K | 0.16% | 85 |
|
|
2021
Q1 | $228K | Buy |
2,487
+150
| +6% | +$13.8K | 0.16% | 81 |
|
|
2020
Q4 | $201K | Buy |
+2,337
| New | +$201K | 0.15% | 81 |
|