Verdence Capital 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
$638K Buy
2025
Q1
$575K Sell
2024
Q4
$611K Sell
2024
Q3
$614K Sell
2024
Q2
$581K Sell
2024
Q1
$567K Buy
2023
Q4
$516K Sell
2023
Q3
$462K Buy
2019
Q3
Sell
2019
Q2
$518K Buy
2019
Q1
$314K Buy