Clearstead 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 | $11.8M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $9.93M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $2.58M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $964K | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $863K | Buy |
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|
2020
Q4 | $773K | Buy |
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|
2020
Q3 | $658K | Buy |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $455K | Buy |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $294K | Buy |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q3 | $273K | Buy |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $241K | Buy |
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