AWA
Aaron Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
18,082
-765
| -4% | -$103K | 0.25% | 59 |
|
|
2025
Q1 | $2.3M | Sell |
18,847
-502
| -3% | -$61.2K | 0.26% | 60 |
|
|
2024
Q4 | $2.49M | Sell |
19,349
-1,870
| -9% | -$241K | 0.29% | 54 |
|
|
2024
Q3 | $2.67M | Buy |
21,219
+4,424
| +26% | +$556K | 0.32% | 47 |
|
|
2024
Q2 | $1.99M | Sell |
16,795
-1,824
| -10% | -$217K | 0.28% | 53 |
|
|
2024
Q1 | $2.15M | Buy |
18,619
+2
| +0% | +$231 | 0.31% | 48 |
|
|
2023
Q4 | $1.96M | Buy |
18,617
+5
| +0% | +$526 | 0.32% | 43 |
|
|
2023
Q3 | $1.75M | Hold |
18,612
| – | – | 0.23% | 65 |
|
|
2023
Q2 | $1.82M | Hold |
18,612
| – | – | 0.24% | 68 |
|
|
2023
Q1 | $1.69M | Hold |
18,612
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $1.58M | Buy |
18,612
+214
| +1% | +$18.1K | 0.23% | 69 |
|
|
2022
Q3 | $1.46M | Hold |
18,398
| – | – | 0.27% | 64 |
|
|
2022
Q2 | $1.54M | Sell |
18,398
-415,139
| -96% | -$34.8M | 0.39% | 49 |
|
|
2022
Q1 | $4.3M | Buy |
+433,537
| New | +$4.3M | 0.06% | 139 |
|