Westwood Holdings Group’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 | – | Sell |
-29,348
| Closed | -$3.58M | – | 480 |
|
|
2025
Q1 | $3.58M | Sell |
29,348
-21,628
| -42% | -$2.64M | 0.03% | 279 |
|
|
2024
Q4 | $6.56M | Hold |
50,976
| – | – | 0.05% | 246 |
|
|
2024
Q3 | $6.4M | Hold |
50,976
| – | – | 0.03% | 286 |
|
|
2024
Q2 | $6.05M | Hold |
50,976
| – | – | 0.03% | 281 |
|
|
2024
Q1 | $5.88M | Hold |
50,976
| – | – | 0.05% | 253 |
|
|
2023
Q4 | $5.36M | Buy |
+50,976
| New | +$5.36M | 0.05% | 252 |
|