CA
Claris Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Sell |
46,513
-6,028
| -11% | -$814K | 2.19% | 15 |
|
|
2025
Q1 | $6.41M | Sell |
52,541
-888
| -2% | -$108K | 2.39% | 11 |
|
|
2024
Q4 | $6.87M | Buy |
53,429
+4,435
| +9% | +$570K | 2.58% | 9 |
|
|
2024
Q3 | $6.15M | Buy |
48,994
+8,128
| +20% | +$1.02M | 2.67% | 9 |
|
|
2024
Q2 | $4.85M | Buy |
40,866
+1,585
| +4% | +$188K | 2.5% | 9 |
|
|
2024
Q1 | $4.53M | Buy |
39,281
+8,547
| +28% | +$985K | 2.28% | 9 |
|
|
2023
Q4 | $3.23M | Buy |
30,734
+22,681
| +282% | +$2.39M | 1.79% | 12 |
|
|
2023
Q3 | $759K | Buy |
8,053
+4,188
| +108% | +$394K | 0.48% | 19 |
|
|
2023
Q2 | $378K | Buy |
3,865
+11
| +0.3% | +$1.08K | 0.26% | 27 |
|
|
2023
Q1 | $349K | Buy |
+3,854
| New | +$349K | 0.26% | 27 |
|