SEIA
Signature Estate & 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
Q2 | $9.97M | Sell |
73,841
-306
| -0.4% | -$41.3K | 0.23% | 52 |
|
|
2025
Q1 | $9.05M | Buy |
74,147
+356
| +0.5% | +$43.4K | 0.24% | 55 |
|
|
2024
Q4 | $9.49M | Sell |
73,791
-802
| -1% | -$103K | 0.24% | 53 |
|
|
2024
Q3 | $9.37M | Buy |
74,593
+235
| +0.3% | +$29.5K | 0.22% | 52 |
|
|
2024
Q2 | $8.83M | Buy |
+74,358
| New | +$8.83M | 0.22% | 52 |
|
|
2018
Q4 | – | Sell |
-2,070
| Closed | -$138K | – | 186 |
|
|
2018
Q3 | $138K | Buy |
+2,070
| New | +$138K | 0.01% | 132 |
|