Atticus 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 | $337K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $183K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $103K | Buy |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $74K | Buy |
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