DAS
Diversify Advisory Services’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 | $2.71M | Buy |
19,321
+13,764
| +248% | +$1.93M | 0.1% | 147 |
|
|
2025
Q1 | $672K | Buy |
5,557
+402
| +8% | +$48.6K | 0.04% | 289 |
|
|
2024
Q4 | $657K | Sell |
5,155
-921
| -15% | -$117K | 0.04% | 304 |
|
|
2024
Q3 | $776K | Sell |
6,076
-1,588
| -21% | -$203K | 0.04% | 297 |
|
|
2024
Q2 | $927K | Sell |
7,664
-941
| -11% | -$114K | 0.05% | 258 |
|
|
2024
Q1 | $990K | Buy |
+8,605
| New | +$990K | 0.06% | 255 |
|