W Advisors LLC’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 | $798K | Sell |
|
|||||
|
2025
Q1 | $962K | Buy |
|
|||||
|
2024
Q4 | $754K | Sell |
|
|||||
|
2024
Q3 | $767K | Buy |
|
|||||
|
2024
Q2 | $725K | Sell |
|
|||||
|
2024
Q1 | $704K | Buy |
|
|||||
|
2023
Q4 | $642K | Buy |
|
|||||
|
2023
Q3 | $574K | Buy |
|
|||||
|
2023
Q2 | $596K | Hold |
|
|||||
|
2023
Q1 | $552K | Sell |
|
|||||
|
2022
Q4 | $1.13M | Sell |
|
|||||
|
2022
Q3 | $1.34M | Buy |
|
|||||
|
2022
Q2 | $1.37M | Buy |
|
|||||
|
2022
Q1 | $1.61M | Buy |
|
|||||
|
2021
Q4 | $1.37M | Buy |
|