AWA
Aletheian Wealth Advisors’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 | $24.4M | Buy |
180,899
+18,652
| +11% | +$2.52M | 12.02% | 1 |
|
|
2025
Q1 | $19.8M | Sell |
162,247
-14,136
| -8% | -$1.72M | 11.13% | 2 |
|
|
2024
Q4 | $22.7M | Sell |
176,383
-3,728
| -2% | -$479K | 13.41% | 1 |
|
|
2024
Q3 | $22.6M | Buy |
180,111
+5,514
| +3% | +$693K | 13.21% | 1 |
|
|
2024
Q2 | $20.7M | Buy |
174,597
+6,652
| +4% | +$790K | 10.93% | 1 |
|
|
2024
Q1 | $19.4M | Buy |
167,945
+9,709
| +6% | +$1.12M | 10.5% | 1 |
|
|
2023
Q4 | $16.7M | Buy |
158,236
+1,448
| +0.9% | +$152K | 11.02% | 1 |
|
|
2023
Q3 | $14.8M | Buy |
156,788
+1,845
| +1% | +$174K | 11.33% | 1 |
|
|
2023
Q2 | $15.2M | Buy |
154,943
+14,838
| +11% | +$1.45M | 10.38% | 1 |
|
|
2023
Q1 | $12.7M | Buy |
140,105
+19,040
| +16% | +$1.72M | 11.2% | 1 |
|
|
2022
Q4 | $10.3M | Buy |
121,065
+16,243
| +15% | +$1.38M | 8.86% | 2 |
|
|
2022
Q3 | $8.34M | Buy |
104,822
+1,188
| +1% | +$94.5K | 9.47% | 2 |
|
|
2022
Q2 | $8.68M | Buy |
103,634
+7,688
| +8% | +$644K | 8.82% | 3 |
|
|
2022
Q1 | $9.69M | Sell |
95,946
-19,462
| -17% | -$1.96M | 9.19% | 2 |
|
|
2021
Q4 | $12.3M | Buy |
+115,408
| New | +$12.3M | 12.11% | 2 |
|