EverSource Wealth 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 | $265K | Sell |
1,961
-24
| -1% | -$3.24K | 0.01% | 735 |
|
|
2025
Q1 | $242K | Buy |
1,985
+1,020
| +106% | +$124K | 0.01% | 586 |
|
|
2024
Q4 | $124K | Sell |
965
-546
| -36% | -$70.2K | 0.01% | 839 |
|
|
2024
Q3 | $190K | Buy |
1,511
+2
| +0.1% | +$251 | 0.01% | 577 |
|
|
2024
Q2 | $183K | Sell |
1,509
-988
| -40% | -$120K | 0.01% | 589 |
|
|
2024
Q1 | $275K | Sell |
2,497
-12,771
| -84% | -$1.41M | 0.02% | 401 |
|
|
2023
Q4 | $1.61M | Buy |
15,268
+14,647
| +2,359% | +$1.54M | 0.15% | 130 |
|
|
2023
Q3 | $58.5K | Hold |
621
| – | – | 0.01% | 754 |
|
|
2023
Q2 | $60.8K | Hold |
621
| – | – | 0.01% | 760 |
|
|
2023
Q1 | $56.2K | Hold |
621
| – | – | 0.01% | 752 |
|
|
2022
Q4 | $52.7K | Hold |
621
| – | – | 0.01% | 743 |
|
|
2022
Q3 | $49K | Sell |
621
-195
| -24% | -$15.4K | 0.01% | 641 |
|
|
2022
Q2 | $68K | Hold |
816
| – | – | 0.02% | 510 |
|
|
2022
Q1 | $82K | Sell |
816
-509
| -38% | -$51.2K | 0.02% | 375 |
|
|
2021
Q4 | $142K | Buy |
+1,325
| New | +$142K | 0.04% | 267 |
|