Guardian Wealth Advisors (North Carolina)’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
Q2 | $12M | Buy |
|
|||||
|
2025
Q1 | $10.8M | Buy |
|
|||||
|
2024
Q4 | $11.2M | Buy |
|
|||||
|
2024
Q3 | $3.64K | Hold |
|
|||||
|
2024
Q2 | $3.44K | Hold |
|
|||||
|
2024
Q1 | $3.34K | Hold |
|
|||||
|
2023
Q4 | $3.05K | Hold |
|
|||||
|
2023
Q3 | $2.74K | Hold |
|
|||||
|
2023
Q2 | $2.84K | Hold |
|
|||||
|
2023
Q1 | $2.63K | Hold |
|
|||||
|
2022
Q4 | $2.46K | Hold |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $2K | Sell |
|
|||||
|
2022
Q1 | $8K | Buy |
|