GIA
GHP Investment 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 | $933K | Hold |
6,909
| – | – | 0.04% | 271 |
|
|
2025
Q1 | $843K | Buy |
6,909
+57
| +0.8% | +$6.96K | 0.04% | 273 |
|
|
2024
Q4 | $881K | Buy |
6,852
+4
| +0.1% | +$514 | 0.04% | 273 |
|
|
2024
Q3 | $860K | Buy |
6,848
+4
| +0.1% | +$502 | 0.04% | 272 |
|
|
2024
Q2 | $813K | Buy |
6,844
+3
| +0% | +$356 | 0.04% | 274 |
|
|
2024
Q1 | $789K | Buy |
6,841
+3
| +0% | +$346 | 0.04% | 283 |
|
|
2023
Q4 | $720K | Hold |
6,838
| – | – | 0.04% | 282 |
|
|
2023
Q3 | $647K | Buy |
6,838
+853
| +14% | +$80.7K | 0.04% | 283 |
|
|
2023
Q2 | $589K | Sell |
5,985
-5
| -0.1% | -$492 | 0.03% | 296 |
|
|
2023
Q1 | $542K | Sell |
5,990
-867
| -13% | -$78.5K | 0.03% | 297 |
|
|
2022
Q4 | $581K | Buy |
6,857
+2,403
| +54% | +$204K | 0.04% | 296 |
|
|
2022
Q3 | $354K | Sell |
4,454
-688
| -13% | -$54.7K | 0.03% | 313 |
|
|
2022
Q2 | $431K | Sell |
5,142
-1,727
| -25% | -$145K | 0.03% | 298 |
|
|
2022
Q1 | $693K | Hold |
6,869
| – | – | 0.05% | 271 |
|
|
2021
Q4 | $735K | Hold |
6,869
| – | – | 0.05% | 231 |
|
|
2021
Q3 | $676K | Hold |
6,869
| – | – | 0.05% | 220 |
|
|
2021
Q2 | $678K | Hold |
6,869
| – | – | 0.05% | 219 |
|
|
2021
Q1 | $629K | Buy |
+6,869
| New | +$629K | 0.05% | 218 |
|