Icon Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
13,880
| – | – | 0.13% | 124 |
|
|
2025
Q1 | $1.69M | Hold |
13,880
| – | – | 0.14% | 116 |
|
|
2024
Q4 | $1.79M | Hold |
13,880
| – | – | 0.15% | 106 |
|
|
2024
Q3 | $1.74M | Buy |
13,880
+18
| +0.1% | +$2.26K | 0.15% | 104 |
|
|
2024
Q2 | $1.68M | Buy |
13,862
+74
| +0.5% | +$8.96K | 0.15% | 107 |
|
|
2024
Q1 | $1.59M | Hold |
13,788
| – | – | 0.15% | 112 |
|
|
2023
Q4 | $1.45M | Buy |
+13,788
| New | +$1.45M | 0.15% | 106 |
|
|
2022
Q4 | $1.17M | Hold |
13,787
| – | – | 0.13% | 125 |
|
|
2022
Q3 | $1.1M | Buy |
+13,787
| New | +$1.1M | 0.13% | 125 |
|