Great Point Wealth 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
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $7.08M | Sell |
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|
2023
Q3 | $6.56M | Sell |
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|
2023
Q2 | $6.92M | Sell |
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|
2023
Q1 | $6.63M | Sell |
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|
2022
Q4 | $6.25M | Sell |
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|
2022
Q3 | $6.24M | Sell |
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|
2022
Q2 | $6.62M | Sell |
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|
2022
Q1 | $8.12M | Sell |
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|
2021
Q4 | $8.68M | Sell |
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|
2021
Q3 | $8.07M | Sell |
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|
2021
Q2 | $8.33M | Sell |
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|
2021
Q1 | $7.8M | Sell |
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|
2020
Q4 | $8.26M | Sell |
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|
2020
Q3 | $6.72M | Hold |
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|
2020
Q2 | $6.72M | Sell |
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|
2020
Q1 | $5.55M | Sell |
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|
2019
Q4 | $7.08M | Buy |
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|
2019
Q3 | $6.23M | Buy |
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|
2019
Q2 | $5.4M | Buy |
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|
2019
Q1 | $5.08M | Buy |
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|
2018
Q4 | $3.87M | Buy |
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