Optimum 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
Q3 | $378K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $476K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $49.3K | Buy |
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|
2022
Q4 | $44.5K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $43K | Buy |
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|
2021
Q2 | $1K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | $0 | Buy |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Buy |
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