Sage Mountain 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 | $6.77M | Buy |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $3.16M | Sell |
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.43M | Hold |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $363K | Buy |
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