Summit Trail 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 | $8.57M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $7M | Buy |
|
|||||
|
2024
Q2 | $3.28M | Hold |
|
|||||
|
2024
Q1 | $3.18M | Hold |
|
|||||
|
2023
Q4 | $2.9M | Hold |
|
|||||
|
2023
Q3 | $2.61M | Hold |
|
|||||
|
2023
Q2 | $2.7M | Hold |
|
|||||
|
2023
Q1 | $2.5M | Buy |
|
|||||
|
2022
Q4 | $2.08M | Hold |
|
|||||
|
2022
Q3 | $1.96M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $200K | Buy |
|