ARS Wealth Advisors Group’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 | $654K | Buy |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $645K | Sell |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $597K | Buy |
|