WealthPlan Investment Management’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 | $808K | Buy |
5,984
+1,502
| +34% | +$203K | 0.06% | 196 |
|
|
2025
Q1 | $547K | Hold |
4,482
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $576K | Buy |
+4,482
| New | +$576K | 0.06% | 155 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$391 | – | 247 |
|
|
2023
Q2 | $391 | Hold |
4
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $362 | Sell |
4
-5,168
| -100% | -$468K | ﹤0.01% | 427 |
|
|
2022
Q4 | $476K | Buy |
5,172
+58
| +1% | +$5.33K | 0.03% | 264 |
|
|
2022
Q3 | $446K | Buy |
+5,114
| New | +$446K | 0.03% | 258 |
|
|
2022
Q1 | $453K | Buy |
+4,935
| New | +$453K | 0.03% | 263 |
|