AAS
Avantax Advisory Services’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 | $19.6M | Buy |
144,878
+2,775
| +2% | +$375K | 0.11% | 147 |
|
|
2025
Q1 | $17.3M | Sell |
142,103
-14,855
| -9% | -$1.81M | 0.11% | 148 |
|
|
2024
Q4 | $20.2M | Buy |
156,958
+18,818
| +14% | +$2.42M | 0.13% | 123 |
|
|
2024
Q3 | $17.4M | Buy |
138,140
+1,801
| +1% | +$226K | 0.11% | 141 |
|
|
2024
Q2 | $16.2M | Sell |
136,339
-15,023
| -10% | -$1.78M | 0.12% | 136 |
|
|
2024
Q1 | $17.5M | Sell |
151,362
-2,343
| -2% | -$270K | 0.15% | 107 |
|
|
2023
Q4 | $16.2M | Buy |
153,705
+27,349
| +22% | +$2.88M | 0.16% | 105 |
|
|
2023
Q3 | $11.9M | Buy |
126,356
+9,532
| +8% | +$898K | 0.13% | 120 |
|
|
2023
Q2 | $11.4M | Buy |
116,824
+8,051
| +7% | +$788K | 0.13% | 130 |
|
|
2023
Q1 | $9.85M | Sell |
108,773
-6,977
| -6% | -$632K | 0.12% | 140 |
|
|
2022
Q4 | $9.82M | Buy |
115,750
+12,262
| +12% | +$1.04M | 0.13% | 130 |
|
|
2022
Q3 | $8.23M | Sell |
103,488
-5,363
| -5% | -$427K | 0.13% | 129 |
|
|
2022
Q2 | $9.12M | Buy |
108,851
+5,278
| +5% | +$442K | 0.14% | 121 |
|
|
2022
Q1 | $10.5M | Buy |
103,573
+9,767
| +10% | +$986K | 0.14% | 107 |
|
|
2021
Q4 | $10M | Buy |
93,806
+3,389
| +4% | +$363K | 0.15% | 110 |
|
|
2021
Q3 | $8.9M | Sell |
90,417
-208
| -0.2% | -$20.5K | 0.15% | 104 |
|
|
2021
Q2 | $8.96M | Buy |
90,625
+5,242
| +6% | +$518K | 0.16% | 100 |
|
|
2021
Q1 | $7.81M | Buy |
85,383
+7,063
| +9% | +$646K | 0.17% | 104 |
|
|
2020
Q4 | $6.76M | Sell |
78,320
-53,191
| -40% | -$4.59M | 0.16% | 103 |
|
|
2020
Q3 | $9.93M | Buy |
131,511
+42,595
| +48% | +$3.22M | 0.16% | 111 |
|
|
2020
Q2 | $6.17M | Sell |
88,916
-5,125
| -5% | -$356K | 0.18% | 92 |
|
|
2020
Q1 | $5.39M | Sell |
94,041
-18,175
| -16% | -$1.04M | 0.16% | 94 |
|
|
2019
Q4 | $8.16M | Buy |
112,216
+16,209
| +17% | +$1.18M | 0.19% | 76 |
|
|
2019
Q3 | $6.43M | Buy |
96,007
+15,250
| +19% | +$1.02M | 0.26% | 49 |
|
|
2019
Q2 | $5.38M | Buy |
80,757
+3,535
| +5% | +$236K | 0.24% | 49 |
|
|
2019
Q1 | $4.97M | Buy |
77,222
+14,744
| +24% | +$949K | 0.26% | 45 |
|
|
2018
Q4 | $3.55M | Buy |
+62,478
| New | +$3.55M | 0.6% | 39 |
|