Corient Private Wealth’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
Q3 | $50.9M | Buy |
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|
2025
Q2 | $35.7M | Sell |
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|
2025
Q1 | $66.2M | Buy |
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|
2024
Q4 | $32M | Sell |
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|
2024
Q3 | $40.9M | Buy |
|
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|
2024
Q2 | $33.7M | Buy |
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|
2024
Q1 | $32M | Sell |
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|
2023
Q4 | $29.5M | Buy |
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|
2023
Q3 | $24M | Buy |
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|
2023
Q2 | $24M | Buy |
|
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $17.4M | Buy |
|