Arete 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 | $668K | Sell |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $594M | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $378K | Buy |
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