Latitude 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
$256K Sell
2025
Q1
$285K Buy
2024
Q4
$300K Buy
2024
Q3
$290K Buy
2024
Q2
$271K Buy
2024
Q1
$250K Buy
2023
Q4
$225K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q3
Sell
2022
Q2
$348K Sell
2022
Q1
$541K Buy
2021
Q4
$381K Buy
2021
Q3
$344K Buy