MGIA
Moneta Group Investment 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 | $3.24M | Sell |
24,017
-1,225
| -5% | -$165K | 0.04% | 170 |
|
|
2025
Q1 | $3.08M | Buy |
25,242
+1,322
| +6% | +$161K | 0.04% | 164 |
|
|
2024
Q4 | $3.08M | Buy |
23,920
+1,037
| +5% | +$133K | 0.04% | 166 |
|
|
2024
Q3 | $2.87M | Sell |
22,883
-1,788
| -7% | -$225K | 0.04% | 164 |
|
|
2024
Q2 | $2.93M | Buy |
24,671
+760
| +3% | +$90.3K | 0.05% | 158 |
|
|
2024
Q1 | $2.76M | Buy |
23,911
+3,412
| +17% | +$393K | 0.04% | 162 |
|
|
2023
Q4 | $2.16M | Buy |
20,499
+12,979
| +173% | +$1.37M | 0.04% | 163 |
|
|
2023
Q3 | $708K | Sell |
7,520
-1,484
| -16% | -$140K | 0.02% | 261 |
|
|
2023
Q2 | $881K | Buy |
9,004
+1,079
| +14% | +$106K | 0.02% | 241 |
|
|
2023
Q1 | $718K | Buy |
7,925
+3,973
| +101% | +$360K | 0.02% | 257 |
|
|
2022
Q4 | $358K | Buy |
3,952
+583
| +17% | +$52.9K | 0.01% | 344 |
|
|
2022
Q3 | $268K | Sell |
3,369
-2,635
| -44% | -$210K | 0.01% | 374 |
|
|
2022
Q2 | $503K | Buy |
6,004
+2,725
| +83% | +$228K | 0.02% | 300 |
|
|
2022
Q1 | $331K | Sell |
3,279
-8,546
| -72% | -$863K | 0.01% | 344 |
|
|
2021
Q4 | $1.27M | Sell |
11,825
-7
| -0.1% | -$749 | 0.05% | 174 |
|
|
2021
Q3 | $1.16M | Buy |
11,832
+198
| +2% | +$19.5K | 0.05% | 178 |
|
|
2021
Q2 | $1.15M | Buy |
+11,634
| New | +$1.15M | 0.05% | 184 |
|