Colonial Trust 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 | $260K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $294K | Buy |
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