Barrett & Company’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 | $366K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $209K | Buy |
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