BCS 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
Q2 | $884K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $594K | Buy |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $200K | Buy |
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