N.E.W. Advisory Services’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 | $3.51M | Buy |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.24M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $314K | Buy |
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