Stratos Wealth 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 | $1.85M | Buy |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $8.89M | Sell |
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|
2021
Q3 | $8.45M | Sell |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.02M | Sell |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $932K | Buy |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $751K | Buy |
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|
2019
Q1 | $724K | Buy |
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