Annis Gardner Whiting Capital 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
Q3
$917K Hold
2025
Q2
$850K Hold
2025
Q1
$768K Hold
2024
Q4
$809K Hold
2024
Q3
$791K Buy
2024
Q2
$415K Hold
2024
Q1
$403K Buy