IMA Advisory Services’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 | $583K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $555K | Hold |
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|
2024
Q3 | $542K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $374K | Hold |
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|
2019
Q4 | $475K | Hold |
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|
2019
Q3 | $438K | Sell |
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|
2019
Q2 | $441K | Hold |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $395K | Sell |
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|
2018
Q3 | $465K | Sell |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $564K | Hold |
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|
2017
Q4 | $570K | Sell |
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|
2017
Q3 | $538K | Buy |
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|
2017
Q2 | $349K | Buy |
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|
2017
Q1 | $322K | Buy |
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