GAG
GM Advisory Group’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 | $34.3M | Buy |
254,070
+45,066
| +22% | +$6.09M | 1.7% | 15 |
|
|
2025
Q1 | $25.5M | Buy |
209,004
+102,643
| +97% | +$12.5M | 1.38% | 20 |
|
|
2024
Q4 | $13.7M | Buy |
106,361
+16,396
| +18% | +$2.11M | 0.76% | 28 |
|
|
2024
Q3 | $11.3M | Buy |
89,965
+20
| +0% | +$2.51K | 0.68% | 32 |
|
|
2024
Q2 | $10.7M | Sell |
89,945
-6,307
| -7% | -$749K | 0.69% | 31 |
|
|
2024
Q1 | $11.1M | Buy |
96,252
+588
| +0.6% | +$67.8K | 0.78% | 27 |
|
|
2023
Q4 | $10.1M | Buy |
95,664
+48
| +0.1% | +$5.05K | 0.76% | 26 |
|
|
2023
Q3 | $9.01M | Hold |
95,616
| – | – | 0.74% | 26 |
|
|
2023
Q2 | $9.36M | Buy |
95,616
+16,539
| +21% | +$1.62M | 0.77% | 27 |
|
|
2023
Q1 | $7.16M | Buy |
79,077
+35,372
| +81% | +$3.2M | 0.65% | 27 |
|
|
2022
Q4 | $3.71M | Sell |
43,705
-399
| -0.9% | -$33.8K | 0.4% | 35 |
|
|
2022
Q3 | $3.51M | Hold |
44,104
| – | – | 0.44% | 27 |
|
|
2022
Q2 | $3.7M | Sell |
44,104
-5,005
| -10% | -$419K | 0.58% | 28 |
|
|
2022
Q1 | $4.96M | Sell |
49,109
-5,938
| -11% | -$599K | 0.59% | 29 |
|
|
2021
Q4 | $5.89M | Buy |
55,047
+24,488
| +80% | +$2.62M | 0.52% | 35 |
|
|
2021
Q3 | $3.01M | Buy |
30,559
+372
| +1% | +$36.6K | 0.3% | 51 |
|
|
2021
Q2 | $2.98M | Sell |
30,187
-3,752
| -11% | -$371K | 0.31% | 51 |
|
|
2021
Q1 | $3.11M | Buy |
33,939
+23,537
| +226% | +$2.16M | 0.37% | 43 |
|
|
2020
Q4 | $897K | Buy |
10,402
+4,971
| +92% | +$429K | 0.12% | 78 |
|
|
2020
Q3 | $410K | Buy |
+5,431
| New | +$410K | 0.06% | 107 |
|