Waverly 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 | $14.1M | Buy |
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|
2025
Q1 | $11.7M | Sell |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.7M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $7.23M | Sell |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $7.11M | Buy |
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|
2023
Q1 | $4.86M | Sell |
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|
2022
Q4 | $4.66M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $846K | Sell |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $946K | Sell |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $748K | Buy |
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|
2020
Q2 | $764K | Sell |
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|
2020
Q1 | $761K | Buy |
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