North Ridge Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
4,698
| – | – | 0.39% | 25 |
|
|
2025
Q1 | $573K | Hold |
4,698
| – | – | 0.38% | 25 |
|
|
2024
Q4 | $604K | Sell |
4,698
-1,255
| -21% | -$161K | 0.42% | 24 |
|
|
2024
Q3 | $748K | Sell |
5,953
-206
| -3% | -$25.9K | 0.51% | 24 |
|
|
2024
Q2 | $732K | Sell |
6,159
-131
| -2% | -$15.6K | 0.56% | 23 |
|
|
2024
Q1 | $725K | Sell |
6,290
-196
| -3% | -$22.6K | 0.56% | 24 |
|
|
2023
Q4 | $683K | Sell |
6,486
-369
| -5% | -$38.8K | 0.57% | 26 |
|
|
2023
Q3 | $646K | Sell |
6,855
-180
| -3% | -$17K | 0.63% | 26 |
|
|
2023
Q2 | $688K | Sell |
7,035
-901
| -11% | -$88.2K | 0.66% | 26 |
|
|
2023
Q1 | $719K | Buy |
+7,936
| New | +$719K | 0.72% | 24 |
|