Axxcess 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
Q3 | $1.95M | Sell |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $958K | Buy |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $613K | Sell |
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|
2022
Q2 | $956K | Buy |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $758K | Buy |
|