Advisors Capital Management’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
Q3
$1.17M Hold
2025
Q2
$1.08M Sell
2025
Q1
$1.09M Buy
2024
Q4
$1.11M Buy
2024
Q3
$1.02M Sell
2024
Q2
$1.08M Hold
2024
Q1
$1.05M Sell
2023
Q4
$1.2M Buy
2023
Q3
$777K Buy
2023
Q2
$486K Buy
2023
Q1
$450K Buy
2022
Q4
$319K Buy
2022
Q3
$330K Sell
2022
Q2
$383K Buy
2022
Q1
$227K Buy
2018
Q1
Sell
2017
Q4
$332K Buy