GHP 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
Q3 | $964K | Sell |
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|
2025
Q2 | $933K | Hold |
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|
2025
Q1 | $843K | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $860K | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $720K | Hold |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $589K | Sell |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $693K | Hold |
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|
2021
Q4 | $735K | Hold |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $678K | Hold |
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|
2021
Q1 | $629K | Buy |
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