WhitTier Trust Company’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 | $830K | Hold |
6,149
| – | – | 0.02% | 328 |
|
|
2025
Q1 | $750K | Hold |
6,149
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $791K | Hold |
6,149
| – | – | 0.02% | 309 |
|
|
2024
Q3 | $772K | Buy |
6,149
+641
| +12% | +$80.5K | 0.02% | 306 |
|
|
2024
Q2 | $654K | Buy |
5,508
+307
| +6% | +$36.5K | 0.02% | 317 |
|
|
2024
Q1 | $600K | Sell |
5,201
-1,028
| -17% | -$119K | 0.02% | 324 |
|
|
2023
Q4 | $655K | Buy |
6,229
+686
| +12% | +$72.2K | 0.02% | 311 |
|
|
2023
Q3 | $522K | Buy |
5,543
+1
| +0% | +$94 | 0.02% | 331 |
|
|
2023
Q2 | $542K | Buy |
5,542
+112
| +2% | +$11K | 0.02% | 338 |
|
|
2023
Q1 | $492K | Buy |
5,430
+1,948
| +56% | +$176K | 0.02% | 338 |
|
|
2022
Q4 | $295K | Buy |
3,482
+307
| +10% | +$26K | 0.01% | 411 |
|
|
2022
Q3 | $253K | Hold |
3,175
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $266K | Buy |
+3,175
| New | +$266K | 0.01% | 418 |
|