Mount Yale 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 | $2.57M | Sell |
|
|||||
|
2025
Q1 | $2.35M | Sell |
|
|||||
|
2024
Q4 | $2.52M | Buy |
|
|||||
|
2024
Q3 | $1.52M | Sell |
|
|||||
|
2024
Q2 | $2.88M | Sell |
|
|||||
|
2024
Q1 | $2.88M | Buy |
|
|||||
|
2023
Q4 | $2.63M | Buy |
|
|||||
|
2023
Q3 | $2.35M | Buy |
|
|||||
|
2023
Q2 | $2.33M | Buy |
|
|||||
|
2023
Q1 | $2.05M | Sell |
|
|||||
|
2022
Q4 | $7.73M | Buy |
|
|||||
|
2022
Q3 | $3.24M | Buy |
|
|||||
|
2022
Q2 | $3M | Buy |
|
|||||
|
2022
Q1 | $3.19M | Buy |
|
|||||
|
2021
Q4 | $449K | Buy |
|
|||||
|
2021
Q3 | $339K | Sell |
|
|||||
|
2021
Q2 | $412K | Sell |
|
|||||
|
2021
Q1 | $450K | Sell |
|
|||||
|
2020
Q4 | $432K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $1.2M | Buy |
|
|||||
|
2019
Q4 | $933K | Buy |
|
|||||
|
2019
Q3 | $591K | Buy |
|
|||||
|
2019
Q2 | $326K | Buy |
|
|||||
|
2019
Q1 | $310K | Buy |
|
|||||
|
2018
Q4 | $251K | Buy |
|
|||||
|
2018
Q3 | $131K | Hold |
|
|||||
|
2018
Q2 | $128K | Buy |
|
|||||
|
2018
Q1 | $71K | Buy |
|