Transatlantique Private 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 | $201K | Buy |
+1,489
| New | +$201K | 0.07% | 212 |
|
|
2024
Q2 | – | Sell |
-2,152
| Closed | -$248K | – | 205 |
|
|
2024
Q1 | $248K | Hold |
2,152
| – | – | 0.11% | 195 |
|
|
2023
Q4 | $226K | Hold |
2,152
| – | – | 0.11% | 201 |
|
|
2023
Q3 | $203K | Hold |
2,152
| – | – | 0.11% | 194 |
|
|
2023
Q2 | $211K | Buy |
+2,152
| New | +$211K | 0.11% | 192 |
|