GPWA
Great Point Wealth 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
Q1 | $2.41M | Sell |
19,784
-253
| -1% | -$30.9K | 0.52% | 28 |
|
|
2024
Q4 | $2.58M | Sell |
20,037
-241
| -1% | -$31K | 0.56% | 28 |
|
|
2024
Q3 | $2.55M | Sell |
20,278
-232
| -1% | -$29.1K | 0.54% | 30 |
|
|
2024
Q2 | $2.44M | Sell |
20,510
-772
| -4% | -$91.7K | 0.56% | 30 |
|
|
2024
Q1 | $2.45M | Sell |
21,282
-46,032
| -68% | -$5.31M | 0.57% | 32 |
|
|
2023
Q4 | $7.08M | Sell |
67,314
-2,317
| -3% | -$244K | 1.84% | 19 |
|
|
2023
Q3 | $6.56M | Sell |
69,631
-1,079
| -2% | -$102K | 1.97% | 19 |
|
|
2023
Q2 | $6.92M | Sell |
70,710
-2,527
| -3% | -$247K | 2.08% | 19 |
|
|
2023
Q1 | $6.63M | Sell |
73,237
-452
| -0.6% | -$40.9K | 2.1% | 18 |
|
|
2022
Q4 | $6.25M | Sell |
73,689
-4,793
| -6% | -$406K | 2.1% | 18 |
|
|
2022
Q3 | $6.24M | Sell |
78,482
-536
| -0.7% | -$42.6K | 2.33% | 15 |
|
|
2022
Q2 | $6.62M | Sell |
79,018
-1,382
| -2% | -$116K | 2.35% | 15 |
|
|
2022
Q1 | $8.12M | Sell |
80,400
-702
| -0.9% | -$70.9K | 2.53% | 12 |
|
|
2021
Q4 | $8.68M | Sell |
81,102
-951
| -1% | -$102K | 2.66% | 12 |
|
|
2021
Q3 | $8.07M | Sell |
82,053
-2,303
| -3% | -$227K | 2.77% | 12 |
|
|
2021
Q2 | $8.33M | Sell |
84,356
-766
| -0.9% | -$75.7K | 2.91% | 12 |
|
|
2021
Q1 | $7.8M | Sell |
85,122
-10,724
| -11% | -$982K | 2.98% | 13 |
|
|
2020
Q4 | $8.26M | Sell |
95,846
-999
| -1% | -$86.1K | 3.55% | 14 |
|
|
2020
Q3 | $6.72M | Hold |
96,845
| – | – | 3.47% | 11 |
|
|
2020
Q2 | $6.72M | Sell |
96,845
-102
| -0.1% | -$7.08K | 3.47% | 11 |
|
|
2020
Q1 | $5.55M | Sell |
96,947
-442
| -0.5% | -$25.3K | 4.64% | 8 |
|
|
2019
Q4 | $7.08M | Buy |
97,389
+4,524
| +5% | +$329K | 4.38% | 8 |
|
|
2019
Q3 | $6.23M | Buy |
92,865
+11,833
| +15% | +$794K | 4.24% | 7 |
|
|
2019
Q2 | $5.4M | Buy |
81,032
+2,080
| +3% | +$139K | 4.36% | 8 |
|
|
2019
Q1 | $5.08M | Buy |
78,952
+10,800
| +16% | +$695K | 4.32% | 7 |
|
|
2018
Q4 | $3.87M | Buy |
+68,152
| New | +$3.87M | 3.66% | 9 |
|