Claris 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
$6.38M Buy
2025
Q2
$6.28M Sell
2025
Q1
$6.41M Sell
2024
Q4
$6.87M Buy
2024
Q3
$6.15M Buy
2024
Q2
$4.85M Buy
2024
Q1
$4.53M Buy
2023
Q4
$3.23M Buy
2023
Q3
$759K Buy
2023
Q2
$378K Buy
2023
Q1
$349K Buy