IAA
Independent Advisor Alliance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
6,081
+711
| +13% | +$96K | 0.02% | 452 |
|
|
2025
Q1 | $655K | Sell |
5,370
-27,354
| -84% | -$3.34M | 0.02% | 459 |
|
|
2024
Q4 | $4.21M | Buy |
+32,724
| New | +$4.21M | 0.06% | 309 |
|
|
2024
Q3 | – | Sell |
-2,110
| Closed | -$251K | – | 734 |
|
|
2024
Q2 | $251K | Hold |
2,110
| – | – | 0.01% | 616 |
|
|
2024
Q1 | $243K | Sell |
2,110
-37,120
| -95% | -$4.28M | 0.01% | 617 |
|
|
2023
Q4 | $4.13M | Buy |
39,230
+910
| +2% | +$95.8K | 0.15% | 119 |
|
|
2023
Q3 | $3.61M | Sell |
38,320
-195
| -0.5% | -$18.4K | 0.16% | 119 |
|
|
2023
Q2 | $3.77M | Sell |
38,515
-14,533
| -27% | -$1.42M | 0.17% | 115 |
|
|
2023
Q1 | $4.8M | Buy |
53,048
+850
| +2% | +$77K | 0.23% | 89 |
|
|
2022
Q4 | $4.43M | Sell |
52,198
-12,716
| -20% | -$1.08M | 1.52% | 9 |
|
|
2022
Q3 | $5.16M | Sell |
64,914
-19
| -0% | -$1.51K | 0.3% | 79 |
|
|
2022
Q2 | $5.44M | Buy |
64,933
+3,095
| +5% | +$259K | 0.3% | 74 |
|
|
2022
Q1 | $6.24M | Buy |
61,838
+45,423
| +277% | +$4.59M | 0.3% | 74 |
|
|
2021
Q4 | $1.76M | Buy |
+16,415
| New | +$1.76M | 0.09% | 181 |
|
|
2020
Q1 | – | Sell |
-25,141
| Closed | -$1.83M | – | 620 |
|
|
2019
Q4 | $1.83M | Buy |
+25,141
| New | +$1.83M | 0.08% | 254 |
|