Adams 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 | $1.04M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $2.85M | Sell |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $5.11M | Sell |
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|
2022
Q1 | $7M | Buy |
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|
2021
Q4 | $7.35M | Buy |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q2 | $6.08M | Buy |
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|
2021
Q1 | $5.28M | Buy |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $776K | Buy |
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