Amplius 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 | $8.75M | Buy |
|
|||||
|
2025
Q1 | $7.47M | Buy |
|
|||||
|
2024
Q4 | $7.73M | Buy |
|
|||||
|
2024
Q3 | $7.5M | Sell |
|
|||||
|
2024
Q2 | $7.47M | Buy |
|
|||||
|
2024
Q1 | $6.41M | Sell |
|
|||||
|
2023
Q4 | $6.39M | Sell |
|
|||||
|
2023
Q3 | $5.94M | Sell |
|
|||||
|
2023
Q2 | $6.22M | Buy |
|
|||||
|
2023
Q1 | $5.5M | Buy |
|
|||||
|
2022
Q4 | $5.09M | Buy |
|
|||||
|
2022
Q3 | $3.98M | Buy |
|
|||||
|
2022
Q2 | $3.73M | Sell |
|
|||||
|
2022
Q1 | $5.06M | Sell |
|
|||||
|
2021
Q4 | $5.87M | Buy |
|