SAG
SageView Advisory Group’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 | $1.7M | Sell |
12,178
-232
| -2% | -$32.3K | 0.06% | 160 |
|
|
2025
Q1 | $1.51M | Sell |
12,410
-1,558
| -11% | -$190K | 0.06% | 159 |
|
|
2024
Q4 | $1.8M | Buy |
13,968
+3,392
| +32% | +$436K | 0.08% | 134 |
|
|
2024
Q3 | $1.33M | Sell |
10,576
-2,734
| -21% | -$343K | 0.07% | 155 |
|
|
2024
Q2 | $1.58M | Sell |
13,310
-57,074
| -81% | -$6.78M | 0.07% | 155 |
|
|
2024
Q1 | $4.78M | Buy |
70,384
+57,049
| +428% | +$3.87M | 0.24% | 53 |
|
|
2023
Q4 | $1.44M | Buy |
13,335
+6,608
| +98% | +$714K | 0.06% | 199 |
|
|
2023
Q3 | $634K | Sell |
6,727
-9,611
| -59% | -$905K | 0.04% | 291 |
|
|
2023
Q2 | $1.6M | Sell |
16,338
-170
| -1% | -$16.6K | 0.09% | 145 |
|
|
2023
Q1 | $1.49M | Buy |
16,508
+7,663
| +87% | +$694K | 0.1% | 142 |
|
|
2022
Q4 | $750K | Buy |
+8,845
| New | +$750K | 0.06% | 189 |
|