Westside 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 | $1.76M | Buy |
13,037
+192
| +1% | +$25.9K | 0.33% | 80 |
|
|
2025
Q1 | $1.57M | Sell |
12,845
-716
| -5% | -$87.4K | 0.33% | 82 |
|
|
2024
Q4 | $1.74M | Sell |
13,561
-22
| -0.2% | -$2.83K | 0.37% | 66 |
|
|
2024
Q3 | $1.71M | Buy |
13,583
+163
| +1% | +$20.5K | 0.36% | 69 |
|
|
2024
Q2 | $1.59M | Buy |
13,420
+903
| +7% | +$107K | 0.36% | 70 |
|
|
2024
Q1 | $1.44M | Buy |
12,517
+127
| +1% | +$14.6K | 0.35% | 77 |
|
|
2023
Q4 | $1.3M | Buy |
12,390
+361
| +3% | +$38K | 0.33% | 76 |
|
|
2023
Q3 | $1.13M | Buy |
12,029
+620
| +5% | +$58.4K | 0.33% | 78 |
|
|
2023
Q2 | $1.12M | Buy |
11,409
+43
| +0.4% | +$4.21K | 0.32% | 83 |
|
|
2023
Q1 | $1.03M | Sell |
11,366
-12
| -0.1% | -$1.09K | 0.3% | 86 |
|
|
2022
Q4 | $964 | Buy |
11,378
+4
| +0% | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $904 | Buy |
11,374
+1,154
| +11% | +$92 | ﹤0.01% | 269 |
|
|
2022
Q2 | $856 | Buy |
10,220
+97
| +1% | +$8 | ﹤0.01% | 265 |
|
|
2022
Q1 | $1.02K | Buy |
10,123
+407
| +4% | +$41 | ﹤0.01% | 263 |
|
|
2021
Q4 | $1.04K | Buy |
9,716
+813
| +9% | +$87 | ﹤0.01% | 258 |
|
|
2021
Q3 | $875 | Buy |
8,903
+1,272
| +17% | +$125 | ﹤0.01% | 256 |
|
|
2021
Q2 | $753 | Buy |
7,631
+277
| +4% | +$27 | ﹤0.01% | 253 |
|
|
2021
Q1 | $673 | Buy |
7,354
+2
| +0% | – | ﹤0.01% | 249 |
|
|
2020
Q4 | $633 | Buy |
7,352
+3
| +0% | – | ﹤0.01% | 211 |
|
|
2020
Q3 | $554 | Buy |
7,349
+3
| +0% | – | ﹤0.01% | 224 |
|
|
2020
Q2 | $510 | Sell |
7,346
-697
| -9% | -$48 | ﹤0.01% | 201 |
|
|
2020
Q1 | $460 | Buy |
+8,043
| New | +$460 | ﹤0.01% | 208 |
|
|
2019
Q2 | $596 | Buy |
+8,956
| New | +$596 | ﹤0.01% | 139 |
|
|
2018
Q4 | $545K | Buy |
+9,600
| New | +$545K | 0.2% | 84 |
|
|
2018
Q3 | – | Sell |
-6,196
| Closed | -$389K | – | 774 |
|
|
2018
Q2 | $389K | Buy |
6,196
+1
| +0% | +$63 | 0.14% | 108 |
|
|
2018
Q1 | $366K | Buy |
6,195
+1,325
| +27% | +$78.3K | 0.2% | 109 |
|
|
2017
Q4 | $305K | Buy |
4,870
+600
| +14% | +$37.6K | 0.17% | 124 |
|
|
2017
Q3 | $249K | Buy |
4,270
+670
| +19% | +$39.1K | 0.15% | 126 |
|
|
2017
Q2 | $200K | Buy |
3,600
+500
| +16% | +$27.7K | 0.13% | 133 |
|
|
2017
Q1 | $166K | Buy |
+3,100
| New | +$166K | 0.08% | 140 |
|