J.W. Coons 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
Q2 | $478K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $390K | Buy |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $262K | Buy |
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