Aureus Asset Management’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
$449K Hold
2025
Q1
$405K Hold
2024
Q4
$427K Hold
2024
Q3
$417K Sell
2024
Q2
$439K Hold
2024
Q1
$426K Sell
2023
Q4
$419K Sell
2023
Q3
$431K Hold
2023
Q2
$447K Hold
2023
Q1
$414K Hold
2022
Q4
$388K Buy