Heritage 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 | $37.6M | Sell |
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|
2025
Q2 | $34.9M | Sell |
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|
2025
Q1 | $64.4M | Sell |
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|
2024
Q4 | $68.1M | Sell |
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|
2024
Q3 | $66.9M | Sell |
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|
2024
Q2 | $63.4M | Sell |
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|
2024
Q1 | $61.7M | Sell |
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|
2023
Q4 | $56.4M | Sell |
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|
2023
Q3 | $51.6M | Sell |
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|
2023
Q2 | $56M | Sell |
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|
2023
Q1 | $51.8M | Sell |
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|
2022
Q4 | $52.1M | Sell |
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|
2022
Q3 | $49.4M | Sell |
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|
2022
Q2 | $57.9M | Sell |
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|
2022
Q1 | $69.8M | Sell |
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|
2021
Q4 | $86.7M | Sell |
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|
2021
Q3 | $79.9M | Sell |
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|
2021
Q2 | $80.6M | Sell |
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|
2021
Q1 | $75.3M | Sell |
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|
2020
Q4 | $71.6M | Buy |
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|
2020
Q3 | $26.2M | Sell |
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|
2020
Q2 | $26.2M | Sell |
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|
2020
Q1 | $22.1M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $3.23M | Buy |
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|
2018
Q3 | $1K | Buy |
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