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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Buy |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.57M | Sell |
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|
2024
Q1 | $9.54M | Sell |
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|
2023
Q4 | $8.81M | Sell |
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|
2023
Q3 | $8.18M | Sell |
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|
2023
Q2 | $8.99M | Buy |
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|
2023
Q1 | $7.06M | Sell |
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|
2022
Q4 | $7.76M | Sell |
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|
2022
Q3 | $309 | Buy |
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|
2022
Q2 | $7.25M | Buy |
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|
2022
Q1 | $7.94M | Buy |
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|
2021
Q4 | $8.37M | Buy |
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|
2021
Q3 | $7.68M | Buy |
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|
2021
Q2 | $7.65M | Buy |
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|
2021
Q1 | $6.94M | Buy |
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|
2020
Q4 | $6.1M | Buy |
|