Claro 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 | $3.43M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $890K | Buy |
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|
2022
Q4 | $665K | Buy |
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|
2022
Q3 | $556K | Hold |
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|
2022
Q2 | $556K | Sell |
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|
2022
Q1 | $895K | Hold |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $860K | Sell |
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|
2021
Q2 | $890K | Buy |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $983K | Sell |
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|
2020
Q3 | $862K | Sell |
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|
2020
Q2 | $812K | Buy |
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|
2020
Q1 | $593K | Buy |
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $550K | Sell |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $576K | Buy |
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