Windsor Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1,000K | Sell |
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|
2025
Q1 | $908K | Sell |
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|
2024
Q4 | $957K | Sell |
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|
2024
Q3 | $941K | Buy |
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|
2024
Q2 | $889K | Buy |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $666K | Buy |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $715K | Sell |
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|
2019
Q3 | $682K | Sell |
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|
2019
Q2 | $803K | Sell |
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|
2019
Q1 | $881K | Sell |
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|
2018
Q4 | $796K | Buy |
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|
2018
Q3 | $906K | Buy |
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|
2018
Q2 | $810K | Buy |
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|
2018
Q1 | $765K | Buy |
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|
2017
Q4 | $773K | Buy |
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|
2017
Q3 | $670K | Hold |
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|
2017
Q2 | $670K | Sell |
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|
2017
Q1 | $735K | Buy |
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|
2016
Q4 | $668K | Sell |
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|
2016
Q3 | $703K | Sell |
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|
2016
Q2 | $682K | Sell |
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|
2016
Q1 | $744K | Sell |
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|
2015
Q4 | $806K | Sell |
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|
2015
Q3 | $789K | Sell |
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|
2015
Q2 | $855K | Buy |
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|
2015
Q1 | $784K | Buy |
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|
2014
Q4 | $644K | Buy |
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|
2014
Q3 | $486K | Buy |
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|
2014
Q2 | $235K | Sell |
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|
2014
Q1 | $253K | Buy |
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|
2013
Q4 | $201K | Buy |
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|
2013
Q3 | $183K | Buy |
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|
2013
Q2 | $41K | Buy |
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