EP Wealth Advisors’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
Q2 | $2.71M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $6.79M | Buy |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $570K | Buy |
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|
2021
Q2 | $467K | Sell |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $322K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $205K | Buy |
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