SPA
Sentinel Pension 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
Q2 | $3.84M | Buy |
28,432
+137
| +0.5% | +$18.5K | 0.65% | 26 |
|
|
2025
Q1 | $3.45M | Buy |
28,295
+1,679
| +6% | +$205K | 0.64% | 27 |
|
|
2024
Q4 | $3.42M | Sell |
26,616
-2,409
| -8% | -$310K | 0.64% | 27 |
|
|
2024
Q3 | $3.65M | Sell |
29,025
-5,113
| -15% | -$642K | 0.7% | 25 |
|
|
2024
Q2 | $4.05M | Buy |
34,138
+146
| +0.4% | +$17.3K | 0.84% | 23 |
|
|
2024
Q1 | $3.92M | Sell |
33,992
-3,250
| -9% | -$375K | 0.84% | 23 |
|
|
2023
Q4 | $3.92M | Sell |
37,242
-363
| -1% | -$38.2K | 0.93% | 21 |
|
|
2023
Q3 | $3.54M | Buy |
37,605
+462
| +1% | +$43.5K | 0.86% | 21 |
|
|
2023
Q2 | $3.63M | Sell |
37,143
-178
| -0.5% | -$17.4K | 0.88% | 21 |
|
|
2023
Q1 | $3.35M | Buy |
37,321
+64
| +0.2% | +$5.75K | 0.85% | 22 |
|
|
2022
Q4 | $3.16M | Buy |
37,257
+209
| +0.6% | +$17.7K | 0.99% | 20 |
|
|
2022
Q3 | $2.95M | Sell |
37,048
-154
| -0.4% | -$12.3K | 1.03% | 21 |
|
|
2022
Q2 | $3.12M | Buy |
37,202
+306
| +0.8% | +$25.6K | 1.05% | 19 |
|
|
2022
Q1 | $3.72M | Sell |
36,896
-1,383
| -4% | -$140K | 1.26% | 19 |
|
|
2021
Q4 | $4.1M | Buy |
38,279
+1,411
| +4% | +$151K | 1.29% | 17 |
|
|
2021
Q3 | $3.63M | Sell |
36,868
-461
| -1% | -$45.4K | 1.23% | 16 |
|
|
2021
Q2 | $3.69M | Sell |
37,329
-340
| -0.9% | -$33.6K | 1.29% | 16 |
|
|
2021
Q1 | $3.45M | Buy |
37,669
+378
| +1% | +$34.6K | 1.27% | 17 |
|
|
2020
Q4 | $3.22M | Sell |
37,291
-1,480
| -4% | -$128K | 1.18% | 20 |
|
|
2020
Q3 | $2.93M | Buy |
38,771
+738
| +2% | +$55.7K | 1.13% | 20 |
|
|
2020
Q2 | $2.64M | Sell |
38,033
-378
| -1% | -$26.2K | 1.1% | 21 |
|
|
2020
Q1 | $2.2M | Sell |
38,411
-545
| -1% | -$31.2K | 1.07% | 20 |
|
|
2019
Q4 | $2.83M | Buy |
+38,956
| New | +$2.83M | 1.84% | 11 |
|