Advisor OS’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
Q2 | $403K | Sell |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $692K | Hold |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $638K | Hold |
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|
2021
Q1 | $592K | Buy |
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