Soltis 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
Q2 | $5.21M | Buy |
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|
2025
Q1 | $4.53M | Buy |
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|
2024
Q4 | $4.51M | Buy |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $3.87M | Sell |
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $4.09M | Sell |
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|
2023
Q3 | $3.67M | Buy |
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|
2023
Q2 | $3.81M | Sell |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $4.17M | Hold |
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|
2021
Q3 | $3.83M | Hold |
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|
2021
Q2 | $3.85M | Sell |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.37M | Sell |
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|
2020
Q3 | $2.97M | Buy |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.95M | Sell |
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|
2019
Q4 | $3.84M | Buy |
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