TRUE Private 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 | $31.8M | Sell |
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|
2025
Q1 | $31.3M | Sell |
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|
2024
Q4 | $38.2M | Sell |
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|
2024
Q3 | $38.2M | Sell |
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|
2024
Q2 | $44.2M | Sell |
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|
2024
Q1 | $50.9M | Buy |
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|
2023
Q4 | $44.3M | Buy |
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|
2023
Q3 | $36.6M | Sell |
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|
2023
Q2 | $39.7M | Sell |
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|
2023
Q1 | $46.8M | Sell |
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|
2022
Q4 | $59.5M | Sell |
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|
2022
Q3 | $71.6M | Buy |
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|
2022
Q2 | $72.3M | Buy |
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|
2022
Q1 | $81.2M | Buy |
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|
2021
Q4 | $67.5M | Buy |
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|
2021
Q3 | $60.1M | Sell |
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|
2021
Q2 | $73.8M | Sell |
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|
2021
Q1 | $85.1M | Sell |
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|
2020
Q4 | $81.7M | Sell |
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|
2020
Q3 | $76.2M | Sell |
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|
2020
Q2 | $77.1M | Sell |
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|
2020
Q1 | $66.5M | Sell |
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|
2019
Q4 | $99.4M | Buy |
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|
2019
Q3 | $90.6M | Buy |
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|
2019
Q2 | $89.6M | Buy |
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|
2019
Q1 | $62.9M | Sell |
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|
2018
Q4 | $56.4M | Buy |
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|
2018
Q3 | $59.9M | Sell |
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|
2018
Q2 | $56.2M | Sell |
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|
2018
Q1 | $55.2M | Buy |
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|
2017
Q4 | $51.9M | Sell |
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|
2017
Q3 | $50.7M | Sell |
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|
2017
Q2 | $49.9M | Sell |
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|
2017
Q1 | $49.2M | Buy |
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|
2016
Q4 | $47M | Buy |
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|
2016
Q3 | $32M | Buy |
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|
2016
Q2 | $27.3M | Buy |
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|
2016
Q1 | $12.9M | Buy |
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|
2015
Q4 | $12.5M | Buy |
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