Pathway Financial 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
$1.34M Hold
2025
Q2
$1.24M Hold
2025
Q1
$1.12M Hold
2024
Q4
$1.18M Hold
2024
Q3
$1.16M Hold
2024
Q2
$1.09M Hold
2024
Q1
$1.06M Sell
2023
Q4
$1M Hold
2023
Q3
$899K Hold
2023
Q2
$934K Hold
2023
Q1
$864K Hold
2022
Q4
$809K Buy