Pacific Capital Wealth 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 | $868K | Hold |
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|
2025
Q2 | $810K | Sell |
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|
2025
Q1 | $897K | Hold |
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|
2024
Q4 | $946K | Hold |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $874K | Hold |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $721K | Hold |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $617K | Hold |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $604K | Hold |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $778K | Sell |
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|
2020
Q3 | $691K | Buy |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $681K | Buy |
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