Garrison Point 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 | $288K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $280K | Hold |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $232K | Buy |
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