Moneta Group Investment 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
$3.24M Sell
2025
Q1
$3.08M Buy
2024
Q4
$3.08M Buy
2024
Q3
$2.87M Sell
2024
Q2
$2.93M Buy
2024
Q1
$2.76M Buy
2023
Q4
$2.16M Buy
2023
Q3
$708K Sell
2023
Q2
$881K Buy
2023
Q1
$718K Buy
2022
Q4
$358K Buy
2022
Q3
$268K Sell
2022
Q2
$503K Buy
2022
Q1
$331K Sell
2021
Q4
$1.26M Sell
2021
Q3
$1.16M Buy
2021
Q2
$1.15M Buy