B. Riley Wealth Advisors’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 | $4.29M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $3.86M | Sell |
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|
2022
Q4 | $4.07M | Sell |
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|
2022
Q3 | $5.89M | Sell |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $5.87M | Buy |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $5.48M | Sell |
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|
2021
Q2 | $5.48M | Sell |
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|
2021
Q1 | $5.13M | Buy |
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|
2020
Q4 | $4.74M | Sell |
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|
2020
Q3 | $5.87M | Buy |
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|
2020
Q2 | $4.25M | Sell |
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|
2020
Q1 | $4.32M | Sell |
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|
2019
Q4 | $13.9M | Sell |
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|
2019
Q3 | $12.8M | Buy |
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|
2019
Q2 | $11.1M | Buy |
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|
2019
Q1 | $7.38M | Sell |
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|
2018
Q4 | $7M | Buy |
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|
2018
Q3 | $7.39M | Buy |
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|
2018
Q2 | $6.64M | Sell |
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|
2018
Q1 | $7M | Buy |
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|
2017
Q4 | $6.97M | Buy |
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|
2017
Q3 | $6.52M | Sell |
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|
2017
Q2 | $6.83M | Sell |
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|
2017
Q1 | $7.66M | Sell |
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|
2016
Q4 | $7.63M | Sell |
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|
2016
Q3 | $8.55M | Buy |
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|
2016
Q2 | $7.79M | Buy |
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|
2016
Q1 | $7.57M | Sell |
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|
2015
Q4 | $8.72M | Buy |
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|
2015
Q3 | $7.83M | Buy |
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|
2015
Q2 | $8.19M | Sell |
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|
2015
Q1 | $8.42M | Buy |
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|
2014
Q4 | $7.47K | Buy |
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