San Luis 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
Q3 | $1.01M | Hold |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $477K | Buy |
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|
2020
Q4 | $1.64M | Buy |
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