OA
Operose 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 | $94.3K | Hold |
698
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $85.2K | Hold |
698
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $89.8K | Sell |
698
-99
| -12% | -$12.7K | 0.03% | 176 |
|
|
2024
Q3 | $100K | Sell |
797
-584
| -42% | -$73.4K | 0.03% | 195 |
|
|
2024
Q2 | $164K | Buy |
+1,381
| New | +$164K | 0.06% | 152 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$5.28K | – | 671 |
|
|
2023
Q3 | $5.28K | Hold |
56
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $5.48K | Hold |
56
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $5.07K | Hold |
56
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $4.75K | Hold |
56
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 282 |
|