AO
Advisor OS’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 | $403K | Sell |
2,983
-77
| -3% | -$10.4K | 0.04% | 290 |
|
|
2025
Q1 | $373K | Hold |
3,060
| – | – | 0.04% | 279 |
|
|
2024
Q4 | $394K | Buy |
3,060
+421
| +16% | +$54.2K | 0.05% | 267 |
|
|
2024
Q3 | $331K | Buy |
2,639
+2
| +0.1% | +$251 | 0.03% | 306 |
|
|
2024
Q2 | $313K | Buy |
2,637
+115
| +5% | +$13.7K | 0.03% | 298 |
|
|
2024
Q1 | $291K | Hold |
2,522
| – | – | 0.03% | 316 |
|
|
2023
Q4 | $265K | Buy |
2,522
+3
| +0.1% | +$316 | 0.03% | 277 |
|
|
2023
Q3 | $237K | Hold |
2,519
| – | – | 0.04% | 258 |
|
|
2023
Q2 | $246K | Buy |
2,519
+228
| +10% | +$22.3K | 0.04% | 262 |
|
|
2023
Q1 | $207K | Buy |
+2,291
| New | +$207K | 0.05% | 230 |
|
|
2022
Q2 | – | Sell |
-5,911
| Closed | -$597K | – | 206 |
|
|
2022
Q1 | $597K | Sell |
5,911
-554
| -9% | -$56K | 0.17% | 126 |
|
|
2021
Q4 | $692K | Hold |
6,465
| – | – | 0.14% | 139 |
|
|
2021
Q3 | $636K | Hold |
6,465
| – | – | 0.14% | 131 |
|
|
2021
Q2 | $638K | Hold |
6,465
| – | – | 0.13% | 118 |
|
|
2021
Q1 | $592K | Buy |
+6,465
| New | +$592K | 0.13% | 111 |
|