PA
Pineridge Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60M | Buy |
444,556
+18,919
| +4% | +$2.55M | 21.76% | 2 |
|
|
2025
Q1 | $51.9M | Buy |
425,637
+8,536
| +2% | +$1.04M | 20.29% | 2 |
|
|
2024
Q4 | $53.6M | Buy |
417,101
+134,830
| +48% | +$17.3M | 20.27% | 1 |
|
|
2024
Q3 | $35.5M | Buy |
282,271
+27,778
| +11% | +$3.49M | 13.42% | 1 |
|
|
2024
Q2 | $30.2M | Buy |
254,493
+194,903
| +327% | +$23.2M | 10.31% | 2 |
|
|
2024
Q1 | $6.87M | Sell |
59,590
-1,381
| -2% | -$159K | 2.42% | 9 |
|
|
2023
Q4 | $6.42M | Buy |
+60,971
| New | +$6.42M | 2.13% | 11 |
|