Provenance 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
Q2
$223M Sell
2025
Q1
$209M Sell
2024
Q4
$222M Sell
2024
Q3
$217M Buy
2024
Q2
$205M Sell
2024
Q1
$201M Sell
2023
Q4
$184M Sell
2023
Q3
$170M Buy