Bar Harbor 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 | $9.38M | Sell |
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2025
Q2 | $8.7M | Buy |
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2025
Q1 | $6.61M | Hold |
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2024
Q4 | $6.97M | Hold |
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2024
Q3 | $6.81M | Hold |
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2024
Q2 | $6.44M | Buy |
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2024
Q1 | $6.24M | Sell |
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2023
Q4 | $5.7M | Buy |
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2023
Q3 | $5.1M | Hold |
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2023
Q2 | $5.29M | Hold |
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2023
Q1 | $4.9M | Sell |
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2022
Q4 | $4.6M | Sell |
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2022
Q3 | $4.31M | Buy |
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2022
Q2 | $4.54M | Buy |
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2022
Q1 | $5.24M | Sell |
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2021
Q4 | $5.56M | Hold |
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2021
Q3 | $5.11M | Hold |
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2021
Q2 | $5.13M | Buy |
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2021
Q1 | $4.72M | Buy |
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2020
Q4 | $4.38M | Hold |
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2020
Q3 | $3.84M | Hold |
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2020
Q2 | $3.53M | Sell |
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2020
Q1 | $2.96M | Buy |
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2019
Q4 | $932K | Sell |
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2019
Q3 | $949K | Buy |
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2019
Q2 | $872K | Sell |
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2019
Q1 | $845K | Buy |
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2018
Q4 | $736K | Buy |
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