Texas Capital Bank Wealth Management Services’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
$2.94M Buy
2025
Q1
$963K Hold
2024
Q4
$1.02M Buy
2024
Q3
$968K Hold
2024
Q2
$915K Hold
2024
Q1
$888K Hold
2023
Q4
$811K Hold
2023
Q3
$726K Sell
2023
Q2
$7.33M Hold
2023
Q1
$6.79M Hold
2022
Q4
$6.36M Hold
2022
Q3
$5.96M Hold
2022
Q2
$6.28M Sell
2022
Q1
$7.67M Sell
2021
Q4
$8.13M Hold
2021
Q3
$7.48M Buy
2021
Q2
$7.5M Hold
2021
Q1
$6.96M Hold
2020
Q4
$6.55M Hold
2020
Q3
$5.74M Hold
2020
Q2
$5.28M Sell
2020
Q1
$4.63M Sell
2019
Q4
$5.97M Buy