SIA
Schechter Investment Advisors’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
Q1 | $1.85M | Buy |
15,184
+5,905
| +64% | +$720K | 0.15% | 126 |
|
|
2024
Q4 | $1.19M | Sell |
9,279
-2,277
| -20% | -$293K | 0.09% | 208 |
|
|
2024
Q3 | $1.45M | Sell |
11,556
-417
| -3% | -$52.4K | 0.11% | 182 |
|
|
2024
Q2 | $1.42M | Hold |
11,973
| – | – | 0.11% | 180 |
|
|
2024
Q1 | $1.38M | Buy |
11,973
+2,818
| +31% | +$325K | 0.1% | 188 |
|
|
2023
Q4 | $963K | Hold |
9,155
| – | – | 0.08% | 237 |
|
|
2023
Q3 | $862K | Hold |
9,155
| – | – | 0.08% | 246 |
|
|
2023
Q2 | $896K | Hold |
9,155
| – | – | 0.08% | 263 |
|
|
2023
Q1 | $829K | Hold |
9,155
| – | – | 0.08% | 293 |
|
|
2022
Q4 | $776K | Hold |
9,155
| – | – | 0.07% | 370 |
|
|
2022
Q3 | $728K | Sell |
9,155
-5
| -0.1% | -$398 | 0.07% | 385 |
|
|
2022
Q2 | $767K | Buy |
9,160
+2,065
| +29% | +$173K | 0.07% | 370 |
|
|
2022
Q1 | $716K | Sell |
7,095
-253
| -3% | -$25.5K | 0.07% | 415 |
|
|
2021
Q4 | $786K | Buy |
+7,348
| New | +$786K | 0.07% | 377 |
|