DA
Doliver 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 | $4.61M | Sell |
34,124
-2,345
| -6% | -$317K | 1.26% | 12 |
|
|
2025
Q1 | $4.45M | Sell |
36,469
-2,940
| -7% | -$359K | 1.25% | 12 |
|
|
2024
Q4 | $5.07M | Sell |
39,409
-10,269
| -21% | -$1.32M | 1.41% | 10 |
|
|
2024
Q3 | $6.24M | Sell |
49,678
-2,482
| -5% | -$312K | 1.71% | 7 |
|
|
2024
Q2 | $6.2M | Sell |
52,160
-10,685
| -17% | -$1.27M | 1.73% | 7 |
|
|
2024
Q1 | $7.25M | Buy |
62,845
+8,926
| +17% | +$1.03M | 2.04% | 5 |
|
|
2023
Q4 | $5.67M | Sell |
53,919
-35
| -0.1% | -$3.68K | 1.74% | 6 |
|
|
2023
Q3 | $5.08M | Sell |
53,954
-1,338
| -2% | -$126K | 1.53% | 6 |
|
|
2023
Q2 | $5.41M | Hold |
55,292
| – | – | 1.65% | 4 |
|
|
2023
Q1 | $5.01M | Buy |
55,292
+71
| +0.1% | +$6.43K | 1.57% | 5 |
|
|
2022
Q4 | $4.68M | Sell |
55,221
-28,032
| -34% | -$2.38M | 1.54% | 5 |
|
|
2022
Q3 | $6.62M | Buy |
83,253
+21,219
| +34% | +$1.69M | 2.44% | 4 |
|
|
2022
Q2 | $5.2M | Sell |
62,034
-26,658
| -30% | -$2.23M | 1.85% | 5 |
|
|
2022
Q1 | $8.95M | Buy |
+88,692
| New | +$8.95M | 2.83% | 3 |
|
|
2021
Q2 | – | Sell |
-166,089
| Closed | -$15.2M | – | 142 |
|
|
2021
Q1 | $15.2M | Buy |
166,089
+96,183
| +138% | +$8.81M | 5.66% | 4 |
|
|
2020
Q4 | $6.03M | Buy |
69,906
+50,676
| +264% | +$4.37M | 2.66% | 4 |
|
|
2020
Q3 | $1.45M | Sell |
19,230
-4,690
| -20% | -$354K | 0.74% | 23 |
|
|
2020
Q2 | $1.66M | Buy |
23,920
+2,510
| +12% | +$174K | 0.74% | 25 |
|
|
2020
Q1 | $1.37M | Buy |
21,410
+1,250
| +6% | +$79.9K | 0.68% | 30 |
|
|
2019
Q4 | $1.47M | Sell |
20,160
-1,350
| -6% | -$98.1K | 0.58% | 28 |
|
|
2019
Q3 | $1.45M | Buy |
+21,510
| New | +$1.45M | 0.58% | 26 |
|