Kestra 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
Q3
$51.6M Sell
2025
Q2
$49.3M Sell
2025
Q1
$44.6M Sell
2024
Q4
$50.3M Buy
2024
Q3
$46.5M Sell
2024
Q2
$43.9M Buy
2024
Q1
$41.4M Buy
2023
Q4
$37.1M Buy
2023
Q3
$32.5M Buy
2023
Q2
$28.8M Sell
2023
Q1
$27.8M Sell
2022
Q4
$28.2M Buy
2022
Q3
$25.2M Sell
2022
Q2
$43.8M Buy
2022
Q1
$37M Buy
2021
Q4
$38.1M Buy
2021
Q3
$32.1M Buy
2021
Q2
$32.1M Sell
2021
Q1
$30.5M Sell
2020
Q4
$32.7M Buy
2020
Q3
$25.2M Buy