World Investment 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 | $2.14M | Buy |
15,853
+988
| +7% | +$133K | 0.05% | 363 |
|
|
2025
Q1 | $1.81M | Buy |
14,865
+1,456
| +11% | +$178K | 0.05% | 367 |
|
|
2024
Q4 | $1.72M | Buy |
13,409
+423
| +3% | +$54.4K | 0.05% | 358 |
|
|
2024
Q3 | $1.63M | Sell |
12,986
-1,961
| -13% | -$246K | 0.05% | 325 |
|
|
2024
Q2 | $1.78M | Buy |
+14,947
| New | +$1.78M | 0.11% | 178 |
|
|
2024
Q1 | – | Sell |
-15,941
| Closed | -$1.68M | – | 431 |
|
|
2023
Q4 | $1.68M | Sell |
15,941
-14,845
| -48% | -$1.56M | 0.22% | 98 |
|
|
2023
Q3 | $2.91M | Buy |
30,786
+10,390
| +51% | +$983K | 0.58% | 35 |
|
|
2023
Q2 | $2M | Buy |
20,396
+5,057
| +33% | +$495K | 0.39% | 48 |
|
|
2023
Q1 | $1.39M | Sell |
15,339
-50
| -0.3% | -$4.53K | 0.29% | 64 |
|
|
2022
Q4 | $1.3M | Buy |
15,389
+479
| +3% | +$40.6K | 0.3% | 61 |
|
|
2022
Q3 | $1.19M | Hold |
14,910
| – | – | 0.28% | 56 |
|
|
2022
Q2 | $1.38M | Buy |
14,910
+560
| +4% | +$51.6K | 0.29% | 54 |
|
|
2022
Q1 | $1.45M | Buy |
14,350
+141
| +1% | +$14.2K | 0.3% | 59 |
|
|
2021
Q4 | $1.43M | Buy |
14,209
+4,767
| +50% | +$480K | 0.3% | 61 |
|
|
2021
Q3 | $929K | Hold |
9,442
| – | – | 0.21% | 81 |
|
|
2021
Q2 | $932K | Buy |
9,442
+1,100
| +13% | +$109K | 0.21% | 79 |
|
|
2021
Q1 | $784K | Buy |
8,342
+76
| +0.9% | +$7.14K | 0.19% | 86 |
|
|
2020
Q4 | $760K | Sell |
8,266
-975
| -11% | -$89.6K | 0.19% | 88 |
|
|
2020
Q3 | $698K | Buy |
9,241
+25
| +0.3% | +$1.89K | 0.24% | 68 |
|
|
2020
Q2 | $701K | Buy |
9,216
+227
| +3% | +$17.3K | 0.25% | 65 |
|
|
2020
Q1 | $514K | Sell |
8,989
-286
| -3% | -$16.4K | 0.24% | 67 |
|
|
2019
Q4 | $674K | Sell |
9,275
-1,494
| -14% | -$109K | 0.26% | 59 |
|
|
2019
Q3 | $722K | Buy |
10,769
+265
| +3% | +$17.8K | 0.31% | 46 |
|
|
2019
Q2 | $698K | Sell |
10,504
-3,786
| -26% | -$252K | 0.31% | 45 |
|
|
2019
Q1 | $920K | Sell |
14,290
-25,557
| -64% | -$1.65M | 0.42% | 35 |
|
|
2018
Q4 | $2.36M | Buy |
+39,847
| New | +$2.36M | 1.06% | 21 |
|