Atwood & Palmer’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
$1.18M Buy
2025
Q2
$956K Hold
2025
Q1
$864K Hold
2024
Q4
$911K Hold
2024
Q3
$890K Hold
2024
Q2
$841K Hold
2024
Q1
$816K Sell
2023
Q4
$1.06M Sell
2023
Q3
$966K Hold
2023
Q2
$1M Buy
2016
Q1
Sell
2015
Q4
$296K Hold
2015
Q3
$279K Sell
2015
Q2
$679K Hold
2015
Q1
$681K Sell
2014
Q4
$675K Buy