4J Wealth Management’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 | $258K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $265K | Buy |
|