WorthPointe’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 | $355K | Buy |
+2,629
| New | +$355K | 0.15% | 65 |
|
|
2024
Q4 | – | Sell |
-2,367
| Closed | -$297K | – | 96 |
|
|
2024
Q3 | $297K | Buy |
2,367
+214
| +10% | +$26.9K | 0.13% | 64 |
|
|
2024
Q2 | $256K | Buy |
2,153
+119
| +6% | +$14.1K | 0.12% | 61 |
|
|
2024
Q1 | $235K | Hold |
2,034
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $214K | Buy |
+2,034
| New | +$214K | 0.11% | 67 |
|