Avior Wealth 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 | $6.55M | Sell |
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|
2025
Q1 | $5.98M | Hold |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q3 | $3.16M | Sell |
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|
2024
Q2 | $3.89M | Buy |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $686K | Buy |
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|
2023
Q3 | $613K | Buy |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $592K | Sell |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $440K | Sell |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $768K | Buy |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $710K | Buy |
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|
2019
Q1 | $619K | Buy |
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|
2018
Q4 | $330K | Buy |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $43K | Buy |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $35K | Buy |
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|
2016
Q1 | $31K | Buy |
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|
2015
Q4 | $25K | Hold |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $10K | Buy |
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|
2014
Q4 | $5K | Buy |
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