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Advocacy Wealth Management Services’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
2024
Q1
Sell
-564,044
Closed -$59.4M 56
2023
Q4
$59.4M Buy
+564,044
New +$59.4M 5.63% 6
2022
Q1
Sell
-139
Closed -$15K 205
2021
Q4
$15K Buy
+139
New +$15K ﹤0.01% 112