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MONECO Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
54,727
-1,393
| -2% | -$188K | 0.69% | 32 |
|
|
2025
Q1 | $6.85M | Sell |
56,120
-5,005
| -8% | -$611K | 0.71% | 31 |
|
|
2024
Q4 | $7.86M | Sell |
61,125
-368
| -0.6% | -$47.3K | 0.83% | 28 |
|
|
2024
Q3 | $7.72M | Buy |
61,493
+4,057
| +7% | +$510K | 0.96% | 26 |
|
|
2024
Q2 | $6.82M | Buy |
57,436
+464
| +0.8% | +$55.1K | 1% | 20 |
|
|
2024
Q1 | $6.57M | Sell |
56,972
-644
| -1% | -$74.3K | 1.04% | 18 |
|
|
2023
Q4 | $6.06M | Sell |
57,616
-90
| -0.2% | -$9.47K | 1.16% | 14 |
|
|
2023
Q3 | $5.44M | Sell |
57,706
-1,074
| -2% | -$101K | 1.47% | 11 |
|
|
2023
Q2 | $5.75M | Buy |
58,780
+89
| +0.2% | +$8.71K | 1.57% | 10 |
|
|
2023
Q1 | $5.31M | Sell |
58,691
-2,266
| -4% | -$205K | 1.56% | 11 |
|
|
2022
Q4 | $5.17M | Sell |
60,957
-1,417
| -2% | -$120K | 1.87% | 9 |
|
|
2022
Q3 | $4.96M | Sell |
62,374
-4,839
| -7% | -$385K | 1.99% | 9 |
|
|
2022
Q2 | $5.63M | Sell |
67,213
-1,445
| -2% | -$121K | 2.19% | 8 |
|
|
2022
Q1 | $6.93M | Sell |
68,658
-491
| -0.7% | -$49.6K | 2.55% | 6 |
|
|
2021
Q4 | $6.88M | Sell |
69,149
-326
| -0.5% | -$32.4K | 2.59% | 6 |
|
|
2021
Q3 | $6.84M | Buy |
69,475
+2,685
| +4% | +$264K | 2.7% | 5 |
|
|
2021
Q2 | $6.6M | Buy |
66,790
+1,557
| +2% | +$154K | 3.04% | 4 |
|
|
2021
Q1 | $5.98M | Buy |
65,233
+2,259
| +4% | +$207K | 2.9% | 4 |
|
|
2020
Q4 | $5.55M | Buy |
62,974
+187
| +0.3% | +$16.5K | 3.06% | 5 |
|
|
2020
Q3 | $4.74M | Buy |
62,787
+531
| +0.9% | +$40.1K | 3.02% | 5 |
|
|
2020
Q2 | $4.32M | Sell |
62,256
-839
| -1% | -$58.3K | 3.39% | 6 |
|
|
2020
Q1 | $3.61M | Sell |
63,095
-4,082
| -6% | -$234K | 3.69% | 6 |
|
|
2019
Q4 | $5.03M | Sell |
67,177
-1,876
| -3% | -$141K | 3.58% | 5 |
|
|
2019
Q3 | $4.63M | Sell |
69,053
-459
| -0.7% | -$30.8K | 3.6% | 5 |
|
|
2019
Q2 | $4.63M | Buy |
69,512
+496
| +0.7% | +$33.1K | 3.72% | 5 |
|
|
2019
Q1 | $4.45M | Buy |
69,016
+7,292
| +12% | +$470K | 3.6% | 5 |
|
|
2018
Q4 | $3.5M | Buy |
+61,724
| New | +$3.5M | 4.08% | 5 |
|