Adero Partners’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
Q1 | $532K | Hold |
4,360
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $561K | Sell |
4,360
-76
| -2% | -$9.78K | 0.04% | 115 |
|
|
2024
Q3 | $557K | Sell |
4,436
-197
| -4% | -$24.7K | 0.04% | 117 |
|
|
2024
Q2 | $550K | Sell |
4,633
-227
| -5% | -$27K | 0.04% | 113 |
|
|
2024
Q1 | $560K | Hold |
4,860
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $511K | Hold |
4,860
| – | – | 0.04% | 106 |
|
|
2023
Q3 | $458K | Hold |
4,860
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $476K | Hold |
4,860
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $440K | Buy |
+4,860
| New | +$440K | 0.05% | 106 |
|