U.S. Capital Wealth Advisors’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 | $810K | Sell |
5,998
-119
| -2% | -$16.1K | 0.02% | 479 |
|
|
2025
Q1 | $746K | Sell |
6,117
-863
| -12% | -$105K | 0.02% | 493 |
|
|
2024
Q4 | $898K | Buy |
6,980
+850
| +14% | +$109K | 0.03% | 443 |
|
|
2024
Q3 | $770K | Buy |
+6,130
| New | +$770K | 0.03% | 388 |
|
|
2024
Q1 | – | Sell |
-2,081
| Closed | -$219K | – | 688 |
|
|
2023
Q4 | $219K | Buy |
+2,081
| New | +$219K | 0.01% | 615 |
|
|
2023
Q1 | – | Sell |
-914
| Closed | -$77.5K | – | 1074 |
|
|
2022
Q4 | $77.5K | Buy |
+914
| New | +$77.5K | ﹤0.01% | 777 |
|
|
2022
Q1 | – | Sell |
-27,327
| Closed | -$2.92M | – | 725 |
|
|
2021
Q4 | $2.92M | Buy |
+27,327
| New | +$2.92M | 0.12% | 192 |
|