AA
Ancora 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 | $89.2M | Buy |
660,503
+10,078
| +2% | +$1.36M | 1.85% | 8 |
|
|
2025
Q1 | $79.4M | Buy |
650,425
+3,635
| +0.6% | +$444K | 1.77% | 10 |
|
|
2024
Q4 | $83.2M | Buy |
646,790
+21,979
| +4% | +$2.83M | 1.86% | 8 |
|
|
2024
Q3 | $78.5M | Buy |
624,811
+16,761
| +3% | +$2.11M | 1.79% | 8 |
|
|
2024
Q2 | $72.2M | Buy |
608,050
+24,711
| +4% | +$2.94M | 1.79% | 8 |
|
|
2024
Q1 | $67.3M | Buy |
583,339
+28,841
| +5% | +$3.33M | 1.53% | 10 |
|
|
2023
Q4 | $58.3M | Sell |
554,498
-12,275
| -2% | -$1.29M | 1.37% | 13 |
|
|
2023
Q3 | $53.4M | Sell |
566,773
-3,384
| -0.6% | -$319K | 1.42% | 12 |
|
|
2023
Q2 | $55.8M | Buy |
570,157
+12,304
| +2% | +$1.2M | 1.47% | 11 |
|
|
2023
Q1 | $50.5M | Buy |
557,853
+54,611
| +11% | +$4.95M | 1.43% | 12 |
|
|
2022
Q4 | $42.7M | Sell |
503,242
-85,089
| -14% | -$7.22M | 1.23% | 15 |
|
|
2022
Q3 | $46.8M | Buy |
588,331
+46,138
| +9% | +$3.67M | 1.45% | 10 |
|
|
2022
Q2 | $45.4M | Buy |
542,193
+17,697
| +3% | +$1.48M | 1.28% | 13 |
|
|
2022
Q1 | $52.9M | Buy |
524,496
+17,583
| +3% | +$1.77M | 1.29% | 11 |
|
|
2021
Q4 | $54.2M | Buy |
506,913
+26,244
| +5% | +$2.81M | 1.29% | 10 |
|
|
2021
Q3 | $47.3M | Buy |
480,669
+23,653
| +5% | +$2.33M | 1.22% | 10 |
|
|
2021
Q2 | $45.1M | Buy |
457,016
+1,912
| +0.4% | +$189K | 1.18% | 8 |
|
|
2021
Q1 | $41.7M | Buy |
455,104
+7,435
| +2% | +$681K | 1.15% | 10 |
|
|
2020
Q4 | $38.6M | Buy |
447,669
+3,927
| +0.9% | +$339K | 1.24% | 10 |
|
|
2020
Q3 | $33.5M | Sell |
443,742
-18,800
| -4% | -$1.42M | 1.33% | 9 |
|
|
2020
Q2 | $32.1M | Buy |
462,542
+39,312
| +9% | +$2.73M | 1.34% | 8 |
|
|
2020
Q1 | $24.2M | Buy |
423,230
+30,562
| +8% | +$1.75M | 1.12% | 11 |
|
|
2019
Q4 | $28.5M | Buy |
392,668
+4,349
| +1% | +$316K | 1.06% | 11 |
|
|
2019
Q3 | $26M | Buy |
388,319
+34,170
| +10% | +$2.29M | 1.14% | 10 |
|
|
2019
Q2 | $23.6M | Sell |
354,149
-8,022
| -2% | -$535K | 1.06% | 12 |
|
|
2019
Q1 | $23.3M | Buy |
362,171
+7,383
| +2% | +$475K | 1.06% | 8 |
|
|
2018
Q4 | $20.1M | Buy |
354,788
+48,084
| +16% | +$2.73M | 0.97% | 15 |
|
|
2018
Q3 | $20.4M | Buy |
306,704
+7,746
| +3% | +$516K | 0.79% | 18 |
|
|
2018
Q2 | $18.7M | Buy |
298,958
+9,236
| +3% | +$577K | 0.81% | 19 |
|
|
2018
Q1 | $17.5M | Buy |
289,722
+234,450
| +424% | +$14.2M | 0.79% | 21 |
|
|
2017
Q4 | $3.38M | Buy |
55,272
+11,882
| +27% | +$726K | 0.18% | 162 |
|
|
2017
Q3 | $2.5M | Buy |
43,390
+12,322
| +40% | +$710K | 0.14% | 186 |
|
|
2017
Q2 | $1.72M | Buy |
31,068
+20,710
| +200% | +$1.15M | 0.11% | 222 |
|
|
2017
Q1 | $560K | Buy |
10,358
+5,193
| +101% | +$281K | 0.04% | 391 |
|
|
2016
Q4 | $265K | Buy |
+5,165
| New | +$265K | 0.02% | 509 |
|