Concurrent Investment 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 | $2.61M | Buy |
19,333
+857
| +5% | +$116K | 0.05% | 360 |
|
|
2025
Q1 | $2.25M | Buy |
18,476
+3,073
| +20% | +$375K | 0.05% | 343 |
|
|
2024
Q4 | $1.98M | Sell |
15,403
-2,774
| -15% | -$357K | 0.05% | 327 |
|
|
2024
Q3 | $2.28M | Buy |
18,177
+1,378
| +8% | +$173K | 0.07% | 277 |
|
|
2024
Q2 | $2M | Buy |
16,799
+7,509
| +81% | +$892K | 0.07% | 278 |
|
|
2024
Q1 | $1.07M | Sell |
9,290
-1,407
| -13% | -$162K | 0.04% | 358 |
|
|
2023
Q4 | $1.13M | Buy |
+10,697
| New | +$1.13M | 0.05% | 315 |
|