Patriot Financial Group Insurance Agency’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 | $380K | Buy |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $48K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $325K | Sell |
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|
2019
Q3 | $390K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $167K | Sell |
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|
2017
Q3 | $157K | Sell |
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|
2017
Q2 | $172K | Hold |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $147K | Buy |
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