Zullo Investment Group’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
$592K Sell
4,386
-18
-0.4% -$2.43K 0.24% 80
2025
Q1
$537K Sell
4,404
-23
-0.5% -$2.81K 0.23% 84
2024
Q4
$569K Sell
4,427
-82
-2% -$10.5K 0.23% 78
2024
Q3
$567K Sell
4,509
-20
-0.4% -$2.51K 0.24% 78
2024
Q2
$538K Sell
4,529
-204
-4% -$24.2K 0.24% 80
2024
Q1
$546K Sell
4,733
-39
-0.8% -$4.5K 0.26% 78
2023
Q4
$502K Sell
4,772
-19
-0.4% -$2K 0.26% 80
2023
Q3
$451K Sell
4,791
-10
-0.2% -$942 0.26% 79
2023
Q2
$470K Sell
4,801
-130
-3% -$12.7K 0.27% 78
2023
Q1
$447K Sell
4,931
-55
-1% -$4.98K 0.28% 79
2022
Q4
$423K Buy
4,986
+2
+0% +$170 0.26% 78
2022
Q3
$396K Buy
4,984
+1
+0% +$79 0.26% 75
2022
Q2
$417K Sell
4,983
-107
-2% -$8.95K 0.26% 77
2022
Q1
$514K Hold
5,090
0.27% 76
2021
Q4
$545K Buy
+5,090
New +$545K 0.28% 75