Schechter Investment 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
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.42M | Hold |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $963K | Hold |
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|
2023
Q3 | $862K | Hold |
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|
2023
Q2 | $896K | Hold |
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|
2023
Q1 | $829K | Hold |
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|
2022
Q4 | $776K | Hold |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $786K | Buy |
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