CPIA
Cornell Pochily 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 | $12.7M | Buy |
94,218
+8,045
| +9% | +$1.09M | 4.16% | 3 |
|
|
2025
Q1 | $10.5M | Buy |
86,173
+816
| +1% | +$99.6K | 3.7% | 3 |
|
|
2024
Q4 | $11M | Sell |
85,357
-332
| -0.4% | -$42.7K | 3.83% | 3 |
|
|
2024
Q3 | $10.8M | Buy |
85,689
+7,756
| +10% | +$974K | 3.74% | 3 |
|
|
2024
Q2 | $9.26M | Buy |
77,933
+5,893
| +8% | +$700K | 3.52% | 4 |
|
|
2024
Q1 | $8.31M | Buy |
72,040
+5,066
| +8% | +$584K | 3.3% | 4 |
|
|
2023
Q4 | $7.05M | Buy |
66,974
+82
| +0.1% | +$8.63K | 2.92% | 4 |
|
|
2023
Q3 | $6.3M | Sell |
66,892
-1,039
| -2% | -$97.9K | 2.75% | 6 |
|
|
2023
Q2 | $6.65M | Sell |
67,931
-1,949
| -3% | -$191K | 2.73% | 5 |
|
|
2023
Q1 | $6.33M | Buy |
69,880
+2,685
| +4% | +$243K | 2.71% | 5 |
|
|
2022
Q4 | $5.7M | Sell |
67,195
-1,732
| -3% | -$147K | 2.54% | 5 |
|
|
2022
Q3 | $5.48M | Sell |
68,927
-73
| -0.1% | -$5.81K | 2.4% | 6 |
|
|
2022
Q2 | $5.78M | Buy |
69,000
+2,891
| +4% | +$242K | 2.58% | 5 |
|
|
2022
Q1 | $6.67M | Buy |
66,109
+3,311
| +5% | +$334K | 2.6% | 5 |
|
|
2021
Q4 | $6.72M | Buy |
62,798
+3,824
| +6% | +$409K | 2.62% | 5 |
|
|
2021
Q3 | $5.8M | Buy |
58,974
+1,941
| +3% | +$191K | 2.51% | 4 |
|
|
2021
Q2 | $5.63M | Buy |
57,033
+256
| +0.5% | +$25.3K | 2.48% | 4 |
|
|
2021
Q1 | $5.2M | Buy |
56,777
+3,738
| +7% | +$342K | 2.5% | 6 |
|
|
2020
Q4 | $4.57M | Buy |
53,039
+1,751
| +3% | +$151K | 2.2% | 7 |
|
|
2020
Q3 | $3.87M | Sell |
51,288
-699
| -1% | -$52.8K | 2.22% | 8 |
|
|
2020
Q2 | $3.61M | Sell |
51,987
-964
| -2% | -$66.9K | 2.24% | 9 |
|
|
2020
Q1 | $3.03M | Sell |
52,951
-3,128
| -6% | -$179K | 2.25% | 10 |
|
|
2019
Q4 | $4.08M | Sell |
56,079
-284
| -0.5% | -$20.6K | 2.43% | 7 |
|
|
2019
Q3 | $3.78M | Sell |
56,363
-7,971
| -12% | -$535K | 2.42% | 8 |
|
|
2019
Q2 | $4.29K | Buy |
64,334
+8,321
| +15% | +$555 | 1.08% | 9 |
|
|
2019
Q1 | $3.61M | Sell |
56,013
-1,906
| -3% | -$123K | 2.46% | 8 |
|
|
2018
Q4 | $3.29M | Buy |
57,919
+3,719
| +7% | +$211K | 2.13% | 12 |
|
|
2018
Q3 | $3.61M | Sell |
54,200
-400
| -0.7% | -$26.6K | 2.45% | 8 |
|
|
2018
Q2 | $3.41M | Buy |
54,600
+3,493
| +7% | +$218K | 2.35% | 10 |
|
|
2018
Q1 | $3.09M | Buy |
51,107
+6,999
| +16% | +$423K | 2.19% | 10 |
|
|
2017
Q4 | $2.7M | Buy |
+44,108
| New | +$2.7M | 1.74% | 15 |
|