Valeo Financial 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
Q3 | $2.09M | Sell |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $1.73M | Sell |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $853K | Buy |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $703K | Sell |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $795K | Sell |
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|
2019
Q4 | $975K | Buy |
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|
2019
Q3 | $599K | Sell |
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|
2019
Q2 | $631K | Buy |
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|
2019
Q1 | $560K | Buy |
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|
2018
Q4 | $493K | Sell |
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|
2018
Q3 | $544K | Buy |
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|
2018
Q2 | $571K | Buy |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $212K | Buy |
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