AWS
Atria Wealth Solutions’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 | $6.72M | Sell |
49,638
-85,287
| -63% | -$11.5M | 0.15% | 150 |
|
|
2025
Q1 | $16.5M | Sell |
134,925
-34,301
| -20% | -$4.19M | 0.2% | 110 |
|
|
2024
Q4 | $21.8M | Sell |
169,226
-4,319
| -2% | -$556K | 0.24% | 90 |
|
|
2024
Q3 | $21.8M | Buy |
173,545
+3,738
| +2% | +$470K | 0.24% | 92 |
|
|
2024
Q2 | $20.2M | Sell |
169,807
-11,768
| -6% | -$1.4M | 0.22% | 93 |
|
|
2024
Q1 | $20.9M | Buy |
181,575
+2,143
| +1% | +$247K | 0.24% | 94 |
|
|
2023
Q4 | $18.9M | Buy |
179,432
+25,873
| +17% | +$2.72M | 0.24% | 95 |
|
|
2023
Q3 | $14.5M | Sell |
153,559
-7,787
| -5% | -$736K | 0.2% | 108 |
|
|
2023
Q2 | $15.8M | Buy |
161,346
+11,473
| +8% | +$1.12M | 0.22% | 103 |
|
|
2023
Q1 | $13.6M | Buy |
149,873
+2,577
| +2% | +$233K | 0.2% | 110 |
|
|
2022
Q4 | $12.5M | Sell |
147,296
-1,877
| -1% | -$159K | 0.2% | 113 |
|
|
2022
Q3 | $11.9M | Sell |
149,173
-98,065
| -40% | -$7.8M | 0.21% | 108 |
|
|
2022
Q2 | $20.7M | Buy |
247,238
+76,523
| +45% | +$6.41M | 0.39% | 52 |
|
|
2022
Q1 | $17.2M | Buy |
+170,715
| New | +$17.2M | 0.29% | 74 |
|