Independent Advisor Alliance’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
$864K Sell
2025
Q2
$821K Buy
2025
Q1
$655K Sell
2024
Q4
$4.21M Buy
2024
Q3
Sell
2024
Q2
$251K Hold
2024
Q1
$243K Sell
2023
Q4
$4.13M Buy
2023
Q3
$3.61M Sell
2023
Q2
$3.77M Sell
2023
Q1
$4.8M Buy
2022
Q4
$4.43M Sell
2022
Q3
$5.16M Sell
2022
Q2
$5.44M Buy
2022
Q1
$6.24M Buy
2021
Q4
$1.76M Buy
2020
Q1
Sell
2019
Q4
$1.83M Buy