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 |
|