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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215M | Sell |
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|
2025
Q4 | $239M | Sell |
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|
2025
Q3 | $240M | Sell |
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|
2025
Q2 | $223M | Sell |
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|
2025
Q1 | $209M | Sell |
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|
2024
Q4 | $222M | Sell |
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|
2024
Q3 | $217M | Buy |
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|
2024
Q2 | $205M | Sell |
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|
2024
Q1 | $201M | Sell |
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|
2023
Q4 | $184M | Sell |
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|
2023
Q3 | $170M | Buy |
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