Gallagher Fiduciary 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 | $513K | Buy |
3,801
+24
| +0.6% | +$3.24K | 0.02% | 174 |
|
|
2025
Q1 | $461K | Buy |
3,777
+19
| +0.5% | +$2.32K | 0.02% | 167 |
|
|
2024
Q4 | $483K | Buy |
+3,758
| New | +$483K | 0.09% | 146 |
|
|
2023
Q3 | – | Sell |
-8,138
| Closed | -$796K | – | 193 |
|
|
2023
Q2 | $796K | Buy |
8,138
+5,744
| +240% | +$562K | 0.06% | 76 |
|
|
2023
Q1 | $217K | Buy |
+2,394
| New | +$217K | 0.02% | 186 |
|