AAM
Aureus Asset Management’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 | $449K | Hold |
3,323
| – | – | 0.03% | 129 |
|
|
2025
Q1 | $405K | Hold |
3,323
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $427K | Hold |
3,323
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $417K | Sell |
3,323
-370
| -10% | -$46.5K | 0.03% | 138 |
|
|
2024
Q2 | $439K | Hold |
3,693
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $426K | Sell |
3,693
-290
| -7% | -$33.4K | 0.03% | 134 |
|
|
2023
Q4 | $419K | Sell |
3,983
-590
| -13% | -$62.1K | 0.03% | 129 |
|
|
2023
Q3 | $431K | Hold |
4,573
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $447K | Hold |
4,573
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $414K | Hold |
4,573
| – | – | 0.03% | 128 |
|
|
2022
Q4 | $388K | Buy |
+4,573
| New | +$388K | 0.03% | 135 |
|