Atria Wealth Solutions’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	$6.72M	Sell	49,638 -85,287	-63%	-$10.6M	0.15%	150
2025 Q1	$16.5M	Sell	134,925 -34,301	-20%	-$4.42M	0.2%	110
2024 Q4	$21.8M	Sell	169,226 -4,319	-2%	-$559K	0.24%	90
2024 Q3	$21.8M	Buy	173,545 +3,738	+2%	+$453K	0.24%	92
2024 Q2	$20.2M	Sell	169,807 -11,768	-6%	-$1.35M	0.22%	93
2024 Q1	$20.9M	Buy	181,575 +2,143	+1%	+$235K	0.24%	94
2023 Q4	$18.9M	Buy	179,432 +25,873	+17%	+$2.54M	0.24%	96
2023 Q3	$14.5M	Sell	153,559 -7,787	-5%	-$765K	0.2%	108
2023 Q2	$15.8M	Buy	161,346 +11,473	+8%	+$1.06M	0.22%	103
2023 Q1	$13.6M	Buy	149,873 +2,577	+2%	+$229K	0.2%	110
2022 Q4	$12.5M	Sell	147,296 -1,877	-1%	-$160K	0.2%	113
2022 Q3	$11.9M	Sell	149,173 -98,065	-40%	-$8.67M	0.21%	108
2022 Q2	$20.7M	Buy	247,238 +76,523	+45%	+$6.97M	0.42%	57
2022 Q1	$17.2M	Buy	+170,715	New	+$17M	0.29%	74