HCR 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
Q3 | $988K | Hold |
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|
2025
Q2 | $911K | Hold |
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|
2025
Q1 | $823K | Hold |
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|
2024
Q4 | $868K | Hold |
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|
2024
Q3 | $848K | Hold |
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|
2024
Q2 | $801K | Hold |
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|
2024
Q1 | $778K | Hold |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $671K | Hold |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $693K | Hold |
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|
2021
Q4 | $734K | Hold |
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|
2021
Q3 | $675K | Hold |
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|
2021
Q2 | $678K | Hold |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $686K | Hold |
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|
2020
Q3 | $600K | Hold |
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|
2020
Q2 | $555K | Hold |
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|
2020
Q1 | $455K | Hold |
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|
2019
Q4 | $578K | Buy |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $530K | Hold |
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|
2019
Q1 | $512K | Buy |
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|
2018
Q4 | $365K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $470K | Hold |
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|
2018
Q1 | $454K | Hold |
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|
2017
Q4 | $459K | Hold |
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|
2017
Q3 | $433K | Buy |
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