Univest Financial’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 | $596K | Hold |
4,411
| – | – | 0.04% | 183 |
|
|
2025
Q1 | $538K | Sell |
4,411
-171
| -4% | -$20.9K | 0.04% | 194 |
|
|
2024
Q4 | $589K | Buy |
4,582
+1,902
| +71% | +$245K | 0.04% | 191 |
|
|
2024
Q3 | $337K | Hold |
2,680
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $318K | Hold |
2,680
| – | – | 0.09% | 100 |
|
|
2024
Q1 | $309K | Buy |
+2,680
| New | +$309K | 0.09% | 90 |
|