United Capital Financial 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 | $24.1M | Sell |
178,649
-3,799
| -2% | -$513K | 0.19% | 103 |
|
|
2025
Q1 | $22.3M | Sell |
182,448
-20,551
| -10% | -$2.51M | 0.19% | 103 |
|
|
2024
Q4 | $26.1M | Sell |
202,999
-7,319
| -3% | -$941K | 0.22% | 94 |
|
|
2024
Q3 | $26.4M | Sell |
210,318
-534
| -0.3% | -$67.1K | 0.22% | 93 |
|
|
2024
Q2 | $25M | Sell |
210,852
-7,858
| -4% | -$933K | 0.22% | 91 |
|
|
2024
Q1 | $25.2M | Sell |
218,710
-20,963
| -9% | -$2.42M | 0.21% | 103 |
|
|
2023
Q4 | $25.2M | Sell |
239,673
-112,174
| -32% | -$11.8M | 0.21% | 102 |
|
|
2023
Q3 | $33.1M | Sell |
351,847
-13,828
| -4% | -$1.3M | 0.22% | 98 |
|
|
2023
Q2 | $35.8M | Sell |
365,675
-33,041
| -8% | -$3.23M | 0.2% | 101 |
|
|
2023
Q1 | $36.1M | Sell |
398,716
-89,544
| -18% | -$8.11M | 0.2% | 98 |
|
|
2022
Q4 | $41.4M | Buy |
488,260
+67,136
| +16% | +$5.69M | 0.23% | 89 |
|
|
2022
Q3 | $33.5M | Sell |
421,124
-14,091
| -3% | -$1.12M | 0.2% | 103 |
|
|
2022
Q2 | $36.5M | Sell |
435,215
-26,723
| -6% | -$2.24M | 0.2% | 101 |
|
|
2022
Q1 | $46.6M | Sell |
461,938
-6,242
| -1% | -$630K | 0.23% | 91 |
|
|
2021
Q4 | $50.1M | Sell |
468,180
-17,418
| -4% | -$1.86M | 0.23% | 93 |
|
|
2021
Q3 | $47.8M | Sell |
485,598
-9,176
| -2% | -$903K | 0.24% | 82 |
|
|
2021
Q2 | $48.9M | Sell |
494,774
-10,994
| -2% | -$1.09M | 0.25% | 82 |
|
|
2021
Q1 | $46.3M | Sell |
505,768
-12,651
| -2% | -$1.16M | 0.26% | 85 |
|
|
2020
Q4 | $44.7M | Sell |
518,419
-14,025
| -3% | -$1.21M | 0.27% | 82 |
|
|
2020
Q3 | $40.2M | Buy |
532,444
+1,064
| +0.2% | +$80.3K | 0.26% | 89 |
|
|
2020
Q2 | $36.9M | Buy |
531,380
+6,419
| +1% | +$446K | 0.27% | 85 |
|
|
2020
Q1 | $30M | Sell |
524,961
-2,033
| -0.4% | -$116K | 0.25% | 89 |
|
|
2019
Q4 | $38.3M | Sell |
526,994
-33,571
| -6% | -$2.44M | 0.25% | 92 |
|
|
2019
Q3 | $37.6M | Sell |
560,565
-639,632
| -53% | -$42.9M | 0.26% | 93 |
|
|
2019
Q2 | $80M | Buy |
1,200,197
+479,928
| +67% | +$32M | 0.52% | 33 |
|
|
2019
Q1 | $46.4M | Buy |
720,269
+630,310
| +701% | +$40.6M | 0.33% | 69 |
|
|
2018
Q4 | $5.11M | Buy |
89,959
+23,995
| +36% | +$1.36M | 0.04% | 371 |
|
|
2018
Q3 | $4.4M | Sell |
65,964
-291
| -0.4% | -$19.4K | 0.03% | 456 |
|
|
2018
Q2 | $4.14M | Sell |
66,255
-3,248
| -5% | -$203K | 0.03% | 451 |
|
|
2018
Q1 | $4.2M | Sell |
69,503
-806
| -1% | -$48.7K | 0.03% | 438 |
|
|
2017
Q4 | $4.3M | Sell |
70,309
-1,598
| -2% | -$97.7K | 0.03% | 434 |
|
|
2017
Q3 | $4.14M | Sell |
71,907
-1,889
| -3% | -$109K | 0.04% | 421 |
|
|
2017
Q2 | $4.09M | Sell |
73,796
-488
| -0.7% | -$27K | 0.04% | 421 |
|
|
2017
Q1 | $4.01M | Sell |
74,284
-9,648
| -11% | -$521K | 0.04% | 411 |
|
|
2016
Q4 | $4.31M | Sell |
83,932
-6,976
| -8% | -$358K | 0.04% | 392 |
|
|
2016
Q3 | $4.5M | Buy |
90,908
+18,484
| +26% | +$916K | 0.04% | 400 |
|
|
2016
Q2 | $1.74M | Sell |
72,424
-12,428
| -15% | -$298K | 0.02% | 587 |
|
|
2016
Q1 | $3.96M | Buy |
84,852
+23,912
| +39% | +$1.12M | 0.04% | 384 |
|
|
2015
Q4 | $2.83M | Buy |
+60,940
| New | +$2.83M | 0.03% | 470 |
|
|
2015
Q3 | – | Sell |
-6,056
| Closed | -$286K | – | 1283 |
|
|
2015
Q2 | $286K | Buy |
+6,056
| New | +$286K | ﹤0.01% | 1089 |
|