Voisard Asset Management Group’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 | $3.56M | Buy |
26,336
+19,943
| +312% | +$2.69M | 0.92% | 17 |
|
|
2025
Q1 | $780K | Hold |
6,393
| – | – | 0.23% | 35 |
|
|
2024
Q4 | $822K | Sell |
6,393
-91
| -1% | -$11.7K | 0.27% | 33 |
|
|
2024
Q3 | $815K | Buy |
6,484
+2,784
| +75% | +$350K | 0.34% | 27 |
|
|
2024
Q2 | $439K | Sell |
3,700
-83
| -2% | -$9.86K | 0.21% | 32 |
|
|
2024
Q1 | $436K | Hold |
3,783
| – | – | 0.25% | 31 |
|
|
2023
Q4 | $398K | Buy |
+3,783
| New | +$398K | 0.24% | 29 |
|