Accurate 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 | $4.65M | Buy |
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|
2025
Q1 | $706K | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $4.87M | Sell |
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|
2024
Q2 | $5.12M | Buy |
|
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $4.37M | Buy |
|
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|
2023
Q3 | $217K | Sell |
|
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|
2023
Q2 | $5.06M | Sell |
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|
2023
Q1 | $5.31M | Buy |
|
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|
2022
Q4 | $64.3K | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.24M | Buy |
|
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.5M | Buy |
|