Trademark Financial 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 | $477K | Sell |
3,529
-1,100
| -24% | -$149K | 0.29% | 57 |
|
|
2025
Q1 | $565K | Sell |
4,629
-243
| -5% | -$29.6K | 0.43% | 50 |
|
|
2024
Q4 | $627K | Sell |
4,872
-895
| -16% | -$115K | 0.5% | 43 |
|
|
2024
Q3 | $724K | Sell |
5,767
-455
| -7% | -$57.2K | 0.57% | 37 |
|
|
2024
Q2 | $739K | Sell |
6,222
-52
| -0.8% | -$6.18K | 0.6% | 34 |
|
|
2024
Q1 | $723K | Buy |
6,274
+206
| +3% | +$23.8K | 0.6% | 37 |
|
|
2023
Q4 | $639K | Buy |
+6,068
| New | +$639K | 0.47% | 51 |
|