Badgley Phelps Wealth Managers’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 | $3.45M | Sell |
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|
2025
Q2 | $3.34M | Sell |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $2.83M | Sell |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $2.31M | Hold |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $665K | Buy |
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