Adero Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$532K Hold
2024
Q4
$561K Sell
2024
Q3
$557K Sell
2024
Q2
$550K Sell
2024
Q1
$560K Hold
2023
Q4
$511K Hold
2023
Q3
$458K Hold
2023
Q2
$476K Hold
2023
Q1
$440K Buy