Dynamic Advisor Solutions’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 | $1.93M | Buy |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $5.82M | Sell |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $4.8M | Buy |
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|
2023
Q4 | $4.15M | Buy |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $945K | Buy |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $461K | Sell |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $387K | Sell |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $308K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $404K | Buy |
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