SIC
Sigma Investment Counselors’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 | $4.94M | Buy |
36,583
+7,903
| +28% | +$1.07M | 0.27% | 62 |
|
|
2025
Q1 | $3.5M | Sell |
28,680
-2,760
| -9% | -$337K | 0.21% | 68 |
|
|
2024
Q4 | $4.04M | Sell |
31,440
-140
| -0.4% | -$18K | 0.24% | 65 |
|
|
2024
Q3 | $3.97M | Buy |
31,580
+919
| +3% | +$115K | 0.23% | 70 |
|
|
2024
Q2 | $3.64M | Buy |
30,661
+4,945
| +19% | +$587K | 0.23% | 73 |
|
|
2024
Q1 | $2.97M | Buy |
25,716
+1,619
| +7% | +$187K | 0.19% | 77 |
|
|
2023
Q4 | $2.54M | Buy |
24,097
+692
| +3% | +$72.8K | 0.18% | 79 |
|
|
2023
Q3 | $2.2M | Buy |
23,405
+835
| +4% | +$78.7K | 0.17% | 77 |
|
|
2023
Q2 | $2.21M | Buy |
22,570
+2,231
| +11% | +$218K | 0.16% | 80 |
|
|
2023
Q1 | $1.84M | Buy |
20,339
+975
| +5% | +$88.3K | 0.14% | 83 |
|
|
2022
Q4 | $1.64M | Buy |
19,364
+3,821
| +25% | +$324K | 0.13% | 84 |
|
|
2022
Q3 | $1.24M | Buy |
15,543
+6,107
| +65% | +$486K | 0.11% | 92 |
|
|
2022
Q2 | $791K | Buy |
9,436
+3,189
| +51% | +$267K | 0.06% | 102 |
|
|
2022
Q1 | $631K | Buy |
6,247
+647
| +12% | +$65.4K | 0.05% | 118 |
|
|
2021
Q4 | $599K | Buy |
5,600
+737
| +15% | +$78.8K | 0.04% | 122 |
|
|
2021
Q3 | $478K | Buy |
4,863
+2,554
| +111% | +$251K | 0.04% | 128 |
|
|
2021
Q2 | $228K | Buy |
2,309
+4
| +0.2% | +$395 | 0.02% | 178 |
|
|
2021
Q1 | $211K | Buy |
+2,305
| New | +$211K | 0.02% | 179 |
|