Wealthspire Advisors (New York)’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 | $25.2M | Buy |
186,316
+75,632
| +68% | +$10.2M | 0.14% | 71 |
|
|
2025
Q1 | $13.5M | Buy |
110,684
+1,364
| +1% | +$166K | 0.08% | 97 |
|
|
2024
Q4 | $14.1M | Sell |
109,320
-615
| -0.6% | -$79.1K | 0.14% | 78 |
|
|
2024
Q3 | $13.8M | Sell |
109,935
-3,004
| -3% | -$377K | 0.14% | 80 |
|
|
2024
Q2 | $13.4M | Buy |
112,939
+8,963
| +9% | +$1.06M | 0.17% | 63 |
|
|
2024
Q1 | $12M | Sell |
103,976
-1,013
| -1% | -$117K | 0.16% | 62 |
|
|
2023
Q4 | $11M | Buy |
104,989
+26,031
| +33% | +$2.74M | 0.16% | 63 |
|
|
2023
Q3 | $7.44M | Sell |
78,958
-36,282
| -31% | -$3.42M | 0.12% | 85 |
|
|
2023
Q2 | $11.3M | Buy |
115,240
+45,640
| +66% | +$4.47M | 0.18% | 62 |
|
|
2023
Q1 | $6.3M | Sell |
69,600
-4,715
| -6% | -$427K | 0.11% | 85 |
|
|
2022
Q4 | $6.3M | Sell |
74,315
-11,018
| -13% | -$934K | 0.11% | 86 |
|
|
2022
Q3 | $6.79M | Buy |
85,333
+59,719
| +233% | +$4.75M | 0.14% | 79 |
|
|
2022
Q2 | $2.15M | Buy |
25,614
+256
| +1% | +$21.4K | 0.04% | 139 |
|
|
2022
Q1 | $2.56M | Sell |
25,358
-1,435
| -5% | -$145K | 0.06% | 110 |
|
|
2021
Q4 | $2.87M | Sell |
26,793
-1,658
| -6% | -$177K | 0.06% | 112 |
|
|
2021
Q3 | $2.8M | Sell |
28,451
-1,504
| -5% | -$148K | 0.06% | 135 |
|
|
2021
Q2 | $2.96M | Sell |
29,955
-2,992
| -9% | -$295K | 0.08% | 87 |
|
|
2021
Q1 | $3.02M | Sell |
32,947
-667
| -2% | -$61.1K | 0.07% | 127 |
|
|
2020
Q4 | $2.9M | Buy |
33,614
+3,875
| +13% | +$334K | 0.09% | 104 |
|
|
2020
Q3 | $2.25M | Sell |
29,739
-1,669
| -5% | -$126K | 0.13% | 74 |
|
|
2020
Q2 | $2.18M | Sell |
31,408
-17,729
| -36% | -$1.23M | 0.15% | 61 |
|
|
2020
Q1 | $2.81M | Sell |
49,137
-28,715
| -37% | -$1.64M | 0.12% | 97 |
|
|
2019
Q4 | $5.66M | Sell |
77,852
-25,161
| -24% | -$1.83M | 0.41% | 22 |
|
|
2019
Q3 | $6.91M | Sell |
103,013
-18,239
| -15% | -$1.22M | 0.57% | 19 |
|
|
2019
Q2 | $8.08M | Buy |
121,252
+27,268
| +29% | +$1.82M | 0.7% | 16 |
|
|
2019
Q1 | $6.05M | Buy |
93,984
+92,984
| +9,298% | +$5.99M | 0.56% | 16 |
|
|
2018
Q4 | $57K | Buy |
+1,000
| New | +$57K | 0.01% | 168 |
|