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