AWA
Alta 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 | $3.05M | Buy |
22,595
+5,108
| +29% | +$690K | 1.44% | 16 |
|
|
2025
Q1 | $2.13M | Buy |
17,487
+88
| +0.5% | +$10.7K | 0.98% | 23 |
|
|
2024
Q4 | $2.24M | Buy |
17,399
+301
| +2% | +$38.7K | 0.98% | 23 |
|
|
2024
Q3 | $2.15M | Buy |
17,098
+1,670
| +11% | +$210K | 0.98% | 22 |
|
|
2024
Q2 | $1.83M | Sell |
15,428
-59
| -0.4% | -$7.01K | 0.91% | 24 |
|
|
2024
Q1 | $1.79M | Sell |
15,487
-218
| -1% | -$25.1K | 0.91% | 25 |
|
|
2023
Q4 | $1.65M | Buy |
15,705
+5,000
| +47% | +$526K | 0.92% | 27 |
|
|
2023
Q3 | $1.01M | Buy |
10,705
+486
| +5% | +$45.8K | 0.62% | 50 |
|
|
2023
Q2 | $1,000K | Sell |
10,219
-136
| -1% | -$13.3K | 0.59% | 49 |
|
|
2023
Q1 | $938K | Buy |
10,355
+1,151
| +13% | +$104K | 0.59% | 50 |
|
|
2022
Q4 | $780K | Sell |
9,204
-600
| -6% | -$50.9K | 0.53% | 56 |
|
|
2022
Q3 | $780K | Buy |
9,804
+100
| +1% | +$7.96K | 0.56% | 51 |
|
|
2022
Q2 | $814K | Sell |
9,704
-200
| -2% | -$16.8K | 0.56% | 51 |
|
|
2022
Q1 | $1M | Sell |
9,904
-200
| -2% | -$20.2K | 0.59% | 47 |
|
|
2021
Q4 | $1.08M | Sell |
10,104
-650
| -6% | -$69.5K | 0.67% | 45 |
|
|
2021
Q3 | $1.06M | Sell |
10,754
-1
| -0% | -$98 | 0.77% | 41 |
|
|
2021
Q2 | $1.06M | Sell |
10,755
-704
| -6% | -$69.5K | 0.78% | 41 |
|
|
2021
Q1 | $1.05M | Sell |
11,459
-3
| -0% | -$275 | 0.88% | 31 |
|
|
2020
Q4 | $988K | Buy |
+11,462
| New | +$988K | 0.83% | 37 |
|