Pinnacle Associates’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 | $506K | Sell |
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|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | $394K | Sell |
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|
2019
Q2 | $419K | Buy |
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