Orion Portfolio Solutions’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
Q1 | $55.4M | Buy |
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|
2024
Q4 | $57.7M | Sell |
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|
2024
Q3 | $57.3M | Sell |
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|
2024
Q2 | $56.3M | Sell |
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|
2024
Q1 | $56.9M | Buy |
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|
2023
Q4 | $35.2M | Sell |
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|
2023
Q3 | $33.2M | Sell |
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|
2023
Q2 | $42M | Sell |
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|
2023
Q1 | $40.8M | Buy |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $21.3M | Sell |
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|
2022
Q2 | $176M | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $80K | Buy |
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