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