Baker Tilly 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
$7.94M Buy
2025
Q2
$1.96M Hold
2025
Q1
$1.77M Sell
2024
Q4
$1.97M Buy
2024
Q3
$238K Sell
2024
Q2
$234K Sell
2024
Q1
$228K Sell
2023
Q4
$418K Buy
2023
Q3
$368K Hold
2023
Q2
$382K Sell
2023
Q1
$375K Sell
2022
Q4
$407K Buy
2022
Q3
$307K Hold
2022
Q2
$323K Hold
2022
Q1
$389K Buy
2021
Q4
$396K Hold
2021
Q3
$364K Hold
2021
Q2
$365K Buy
2021
Q1
$292K Hold
2020
Q4
$275K Buy