GA
Goldstein 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 | $69M | Sell |
511,164
-245,801
| -32% | -$33.2M | 9.27% | 1 |
|
|
2025
Q1 | $92.4M | Sell |
756,965
-27,334
| -3% | -$3.34M | 13.5% | 1 |
|
|
2024
Q4 | $101M | Sell |
784,299
-55,352
| -7% | -$7.12M | 14.65% | 1 |
|
|
2024
Q3 | $105M | Sell |
839,651
-15,072
| -2% | -$1.89M | 16.03% | 1 |
|
|
2024
Q2 | $102M | Buy |
854,723
+24,280
| +3% | +$2.88M | 16.98% | 1 |
|
|
2024
Q1 | $95.8M | Buy |
830,443
+10,762
| +1% | +$1.24M | 16.35% | 1 |
|
|
2023
Q4 | $86.3M | Buy |
819,681
+10,249
| +1% | +$1.08M | 14.55% | 1 |
|
|
2023
Q3 | $76.2M | Buy |
809,432
+35,915
| +5% | +$3.38M | 15.91% | 1 |
|
|
2023
Q2 | $75.7M | Sell |
773,517
-26,129
| -3% | -$2.56M | 15.85% | 1 |
|
|
2023
Q1 | $72.4M | Buy |
799,646
+157,143
| +24% | +$14.2M | 15.92% | 1 |
|
|
2022
Q4 | $54.5M | Buy |
+642,503
| New | +$54.5M | 13.19% | 1 |
|