Your Advocates Ltd’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.2K | Sell |
727
-48
| -6% | -$6.48K | 0.04% | 37 |
|
|
2025
Q1 | $94.6K | Hold |
775
| – | – | 0.04% | 38 |
|
|
2024
Q4 | $99.7K | Hold |
775
| – | – | 0.04% | 35 |
|
|
2024
Q3 | $97.4K | Sell |
775
-110
| -12% | -$13.8K | 0.04% | 38 |
|
|
2024
Q2 | $105K | Hold |
885
| – | – | 0.04% | 36 |
|
|
2024
Q1 | $102K | Hold |
885
| – | – | 0.04% | 36 |
|
|
2023
Q4 | $93.1K | Sell |
885
-24
| -3% | -$2.53K | 0.04% | 37 |
|
|
2023
Q3 | $85.6K | Sell |
909
-530
| -37% | -$49.9K | 0.05% | 43 |
|
|
2023
Q2 | $141K | Hold |
1,439
| – | – | 0.07% | 35 |
|
|
2023
Q1 | $130K | Buy |
1,439
+1,045
| +265% | +$94.6K | 0.07% | 35 |
|
|
2022
Q4 | $33.4K | Hold |
394
| – | – | 0.02% | 57 |
|
|
2022
Q3 | $31K | Hold |
394
| – | – | 0.02% | 56 |
|
|
2022
Q2 | $33K | Hold |
394
| – | – | 0.02% | 56 |
|
|
2022
Q1 | $40K | Hold |
394
| – | – | 0.02% | 52 |
|
|
2021
Q4 | $42K | Hold |
394
| – | – | 0.02% | 49 |
|
|
2021
Q3 | $39K | Hold |
394
| – | – | 0.03% | 47 |
|
|
2021
Q2 | $39K | Hold |
394
| – | – | 0.03% | 45 |
|
|
2021
Q1 | $36K | Sell |
394
-40
| -9% | -$3.66K | 0.03% | 43 |
|
|
2020
Q4 | $37K | Hold |
434
| – | – | 0.03% | 44 |
|
|
2020
Q3 | $33K | Buy |
+434
| New | +$33K | 0.03% | 42 |
|