Baron Silver Stevens Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
95,976
+6,376
| +7% | +$861K | 2.08% | 15 |
|
|
2025
Q1 | $10.9M | Buy |
89,600
+6,388
| +8% | +$779K | 1.91% | 17 |
|
|
2024
Q4 | $10.7M | Buy |
83,212
+2,470
| +3% | +$318K | 1.82% | 18 |
|
|
2024
Q3 | $10.1M | Buy |
80,742
+185
| +0.2% | +$23.2K | 1.77% | 17 |
|
|
2024
Q2 | $9.57M | Sell |
80,557
-2,152
| -3% | -$256K | 1.81% | 17 |
|
|
2024
Q1 | $9.54M | Sell |
82,709
-988
| -1% | -$114K | 1.84% | 17 |
|
|
2023
Q4 | $8.81M | Sell |
83,697
-3,132
| -4% | -$330K | 1.85% | 17 |
|
|
2023
Q3 | $8.18M | Sell |
86,829
-5,090
| -6% | -$479K | 1.85% | 17 |
|
|
2023
Q2 | $8.99M | Buy |
91,919
+13,976
| +18% | +$1.37M | 1.97% | 17 |
|
|
2023
Q1 | $7.06M | Sell |
77,943
-13,558
| -15% | -$1.23M | 1.84% | 19 |
|
|
2022
Q4 | $7.76M | Sell |
91,501
-324
| -0.4% | -$27.5K | 1.91% | 18 |
|
|
2022
Q3 | $309 | Buy |
91,825
+5,283
| +6% | +$18 | 0.08% | 66 |
|
|
2022
Q2 | $7.25M | Buy |
86,542
+7,866
| +10% | +$659K | 1.88% | 18 |
|
|
2022
Q1 | $7.94M | Buy |
78,676
+428
| +0.5% | +$43.2K | 1.86% | 17 |
|
|
2021
Q4 | $8.37M | Buy |
78,248
+168
| +0.2% | +$18K | 1.98% | 16 |
|
|
2021
Q3 | $7.68M | Buy |
78,080
+655
| +0.8% | +$64.4K | 2.05% | 15 |
|
|
2021
Q2 | $7.65M | Buy |
77,425
+1,673
| +2% | +$165K | 2.07% | 15 |
|
|
2021
Q1 | $6.94M | Buy |
75,752
+5,042
| +7% | +$462K | 3.77% | 7 |
|
|
2020
Q4 | $6.1M | Buy |
+70,710
| New | +$6.1M | 2.09% | 13 |
|