TD Private Client Wealth’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 | $2.25M | Sell |
16,697
-2,687
| -14% | -$363K | 0.06% | 222 |
|
|
2025
Q1 | $2.37M | Buy |
19,384
+2,907
| +18% | +$355K | 0.07% | 198 |
|
|
2024
Q4 | $2.12M | Buy |
16,477
+2,592
| +19% | +$333K | 0.06% | 221 |
|
|
2024
Q3 | $1.74M | Buy |
13,885
+5,154
| +59% | +$647K | 0.05% | 266 |
|
|
2024
Q2 | $1.04M | Buy |
8,731
+2,816
| +48% | +$334K | 0.03% | 342 |
|
|
2024
Q1 | $682K | Buy |
5,915
+3,223
| +120% | +$372K | 0.02% | 403 |
|
|
2023
Q4 | $283K | Sell |
2,692
-656
| -20% | -$69K | 0.01% | 504 |
|
|
2023
Q3 | $315K | Buy |
3,348
+71
| +2% | +$6.69K | 0.01% | 473 |
|
|
2023
Q2 | $321K | Sell |
3,277
-360
| -10% | -$35.2K | 0.01% | 485 |
|
|
2023
Q1 | $329K | Buy |
3,637
+166
| +5% | +$15K | 0.01% | 479 |
|
|
2022
Q4 | $294K | Sell |
3,471
-412
| -11% | -$34.9K | 0.01% | 492 |
|
|
2022
Q3 | $309K | Buy |
3,883
+773
| +25% | +$61.5K | 0.02% | 472 |
|
|
2022
Q2 | $261K | Buy |
3,110
+2,127
| +216% | +$178K | 0.01% | 493 |
|
|
2022
Q1 | $99.2K | Buy |
983
+752
| +326% | +$75.9K | ﹤0.01% | 639 |
|
|
2021
Q4 | $24.7K | Sell |
231
-10
| -4% | -$1.07K | ﹤0.01% | 835 |
|
|
2021
Q3 | $23.7K | Sell |
241
-29
| -11% | -$2.85K | ﹤0.01% | 835 |
|
|
2021
Q2 | $26.7K | Buy |
+270
| New | +$26.7K | ﹤0.01% | 820 |
|