EverSource 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 | $265K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $58.5K | Hold |
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|
2023
Q2 | $60.8K | Hold |
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|
2023
Q1 | $56.2K | Hold |
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|
2022
Q4 | $52.7K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $142K | Buy |
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