United Asset Strategies’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
Q1 | – | Sell |
-2,045
| Closed | -$263K | – | 240 |
|
|
2024
Q4 | $263K | Buy |
2,045
+1
| +0% | +$129 | 0.02% | 213 |
|
|
2024
Q3 | $257K | Buy |
2,044
+360
| +21% | +$45.2K | 0.02% | 213 |
|
|
2024
Q2 | $200K | Buy |
+1,684
| New | +$200K | 0.02% | 222 |
|
|
2022
Q2 | – | Sell |
-1,987
| Closed | -$201K | – | 219 |
|
|
2022
Q1 | $201K | Buy |
+1,987
| New | +$201K | 0.03% | 200 |
|