TCM
TruNorth Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
153,256
+21,701
| +16% | +$2.93M | 4.6% | 7 |
|
|
2025
Q1 | $16.1M | Buy |
131,555
+637
| +0.5% | +$77.7K | 3.99% | 8 |
|
|
2024
Q4 | $16.8M | Sell |
130,918
-1,578
| -1% | -$203K | 4.6% | 7 |
|
|
2024
Q3 | $16.6M | Sell |
132,496
-800
| -0.6% | -$100K | 4.93% | 5 |
|
|
2024
Q2 | $15.8M | Sell |
133,296
-3,210
| -2% | -$381K | 5.14% | 5 |
|
|
2024
Q1 | $15.7M | Buy |
+136,506
| New | +$15.7M | 5.42% | 5 |
|