Warren Street 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 | $457K | Hold |
3,384
| – | – | 0.15% | 67 |
|
|
2025
Q1 | $413K | Buy |
3,384
+508
| +18% | +$62K | 0.16% | 64 |
|
|
2024
Q4 | $370K | Hold |
2,876
| – | – | 0.15% | 67 |
|
|
2024
Q3 | $361K | Hold |
2,876
| – | – | 0.15% | 69 |
|
|
2024
Q2 | $342K | Hold |
2,876
| – | – | 0.17% | 69 |
|
|
2024
Q1 | $332K | Buy |
2,876
+88
| +3% | +$10.1K | 0.16% | 69 |
|
|
2023
Q4 | $293K | Sell |
2,788
-3
| -0.1% | -$316 | 0.17% | 69 |
|
|
2023
Q3 | $263K | Buy |
2,791
+472
| +20% | +$44.5K | 0.17% | 68 |
|
|
2023
Q2 | $227K | Hold |
2,319
| – | – | 0.15% | 70 |
|
|
2023
Q1 | $210K | Sell |
2,319
-67
| -3% | -$6.07K | 0.15% | 68 |
|
|
2022
Q4 | $203K | Buy |
+2,386
| New | +$203K | 0.16% | 64 |
|