Apexium Financial’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
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $973K | Hold |
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|
2024
Q1 | $944K | Hold |
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $773K | Hold |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $852K | Buy |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $541K | Hold |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $386K | Hold |
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|
2020
Q2 | $355K | Buy |
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