Wedmont Private Capital’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 | $4.55M | Buy |
33,303
+497
| +2% | +$67.9K | 0.19% | 69 |
|
|
2025
Q1 | $3.81M | Buy |
32,806
+1,950
| +6% | +$226K | 0.2% | 69 |
|
|
2024
Q4 | $3.93M | Buy |
30,856
+1,578
| +5% | +$201K | 0.21% | 61 |
|
|
2024
Q3 | $3.64M | Sell |
29,278
-75
| -0.3% | -$9.32K | 0.21% | 63 |
|
|
2024
Q2 | $3.59M | Sell |
29,353
-229
| -0.8% | -$28K | 0.23% | 64 |
|
|
2024
Q1 | $3.38M | Buy |
29,582
+833
| +3% | +$95.3K | 0.25% | 59 |
|
|
2023
Q4 | $3.01M | Sell |
28,749
-580
| -2% | -$60.8K | 0.25% | 58 |
|
|
2023
Q3 | $2.79M | Buy |
29,329
+1,052
| +4% | +$100K | 0.28% | 56 |
|
|
2023
Q2 | $2.81M | Buy |
28,277
+3,751
| +15% | +$373K | 0.3% | 53 |
|
|
2023
Q1 | $2.21M | Buy |
24,526
+4,965
| +25% | +$448K | 0.29% | 57 |
|
|
2022
Q4 | $1.68M | Buy |
19,561
+2,563
| +15% | +$221K | 0.25% | 66 |
|
|
2022
Q3 | $1.35M | Hold |
16,998
| – | – | 0.27% | 59 |
|
|
2022
Q2 | $1.42M | Buy |
16,998
+1
| +0% | +$84 | 0.31% | 53 |
|
|
2022
Q1 | $1.74M | Buy |
16,997
+60
| +0.4% | +$6.13K | 0.39% | 46 |
|
|
2021
Q4 | $1.76M | Buy |
+16,937
| New | +$1.76M | 0.54% | 33 |
|