Kovitz Investment Group Partners’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 | $49.6M | Buy |
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|
2025
Q2 | $45.6M | Buy |
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|
2025
Q1 | $39.1M | Sell |
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|
2024
Q4 | $44.6M | Buy |
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|
2024
Q3 | $43M | Buy |
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|
2024
Q2 | $28.7M | Buy |
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|
2024
Q1 | $27.2M | Sell |
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|
2023
Q4 | $28.4M | Sell |
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|
2023
Q3 | $26.3M | Sell |
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|
2023
Q2 | $28.8M | Buy |
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|
2023
Q1 | $20.8M | Buy |
|