Cobblestone Capital 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 | $163M | Buy |
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|
2025
Q1 | $131M | Sell |
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|
2024
Q4 | $144M | Buy |
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|
2024
Q3 | $139M | Buy |
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|
2024
Q2 | $130M | Sell |
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|
2024
Q1 | $129M | Buy |
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|
2023
Q4 | $113M | Buy |
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|
2023
Q3 | $99.7M | Sell |
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|
2023
Q2 | $105M | Sell |
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|
2023
Q1 | $98.1M | Buy |
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|
2022
Q4 | $91.2M | Buy |
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|
2022
Q3 | $84.4M | Buy |
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|
2022
Q2 | $87.4M | Buy |
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|
2022
Q1 | $101M | Buy |
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|
2021
Q4 | $107M | Sell |
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|
2021
Q3 | $99.1M | Buy |
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|
2021
Q2 | $97M | Sell |
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|
2021
Q1 | $91.8M | Buy |
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|
2020
Q4 | $85.9M | Buy |
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|
2020
Q3 | $75M | Sell |
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|
2020
Q2 | $78.2M | Buy |
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|
2020
Q1 | $61.5M | Buy |
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|
2019
Q4 | $69.7M | Buy |
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|
2019
Q3 | $61.3M | Buy |
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|
2019
Q2 | $58.1M | Buy |
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|
2019
Q1 | $55.2M | Buy |
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|
2018
Q4 | $37M | Buy |
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|
2018
Q3 | $39.9M | Buy |
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|
2018
Q2 | $34.8M | Buy |
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|
2018
Q1 | $29.4M | Buy |
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|
2017
Q4 | $20.4M | Buy |
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|
2017
Q3 | $10.7M | Buy |
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|
2017
Q2 | $5.95M | Buy |
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