William Howard & Co Financial Advisors’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 | $534K | Buy |
3,957
+1,012
| +34% | +$137K | 0.47% | 32 |
|
|
2025
Q1 | $359K | Sell |
2,945
-112
| -4% | -$13.7K | 0.34% | 34 |
|
|
2024
Q4 | $393K | Sell |
3,057
-16
| -0.5% | -$2.06K | 0.36% | 34 |
|
|
2024
Q3 | $387K | Sell |
3,073
-61
| -2% | -$7.68K | 0.33% | 33 |
|
|
2024
Q2 | $372K | Buy |
3,134
+3
| +0.1% | +$356 | 0.34% | 33 |
|
|
2024
Q1 | $361K | Buy |
+3,131
| New | +$361K | 0.34% | 31 |
|