Winthrop Advisory Group’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 | $117M | Buy |
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|
2025
Q1 | $99.5M | Buy |
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|
2024
Q4 | $105M | Buy |
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|
2024
Q3 | $98.5M | Buy |
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|
2024
Q2 | $90.2M | Buy |
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|
2024
Q1 | $82.5M | Buy |
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|
2023
Q4 | $71.7M | Buy |
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|
2023
Q3 | $59.9M | Buy |
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|
2023
Q2 | $56.3M | Buy |
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|
2023
Q1 | $47.2M | Buy |
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|
2022
Q4 | $42.4M | Buy |
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|
2022
Q3 | $38.9M | Sell |
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|
2022
Q2 | $41.6M | Sell |
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|
2022
Q1 | $50.8M | Buy |
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|
2021
Q4 | $51.1M | Buy |
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|
2021
Q3 | $43.8M | Buy |
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|
2021
Q2 | $41.2M | Buy |
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|
2021
Q1 | $32.6M | Buy |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $16.9M | Buy |
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|
2020
Q2 | $12.8M | Buy |
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|
2020
Q1 | $10.2M | Sell |
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|
2019
Q4 | $15.3M | Buy |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $11.2M | Buy |
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|
2019
Q1 | $616K | Buy |
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