Aletheian Wealth Advisors’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 | $24.4M | Buy |
|
|||||
|
2025
Q1 | $19.8M | Sell |
|
|||||
|
2024
Q4 | $22.7M | Sell |
|
|||||
|
2024
Q3 | $22.6M | Buy |
|
|||||
|
2024
Q2 | $20.7M | Buy |
|
|||||
|
2024
Q1 | $19.4M | Buy |
|
|||||
|
2023
Q4 | $16.7M | Buy |
|
|||||
|
2023
Q3 | $14.8M | Buy |
|
|||||
|
2023
Q2 | $15.2M | Buy |
|
|||||
|
2023
Q1 | $12.7M | Buy |
|
|||||
|
2022
Q4 | $10.3M | Buy |
|
|||||
|
2022
Q3 | $8.34M | Buy |
|
|||||
|
2022
Q2 | $8.68M | Buy |
|
|||||
|
2022
Q1 | $9.69M | Sell |
|
|||||
|
2021
Q4 | $12.3M | Buy |
|