Foundations Investment 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
$6.43M Sell
2025
Q1
$7.69M Sell
2024
Q4
$8.14M Buy
2024
Q3
$1.24M Buy
2024
Q2
$1.13M Sell
2024
Q1
$7.78M Sell
2023
Q4
$8.51M Buy
2023
Q3
$1.9M Buy
2023
Q2
$862K Sell
2023
Q1
$1.02M Buy
2022
Q2
Sell
2022
Q1
$211K Buy
2019
Q1
Sell
2018
Q4
$626K Sell
2018
Q3
$2.88M Buy