Beacon Investment Advisory Services’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
Q4
$220K Buy
2019
Q1
Sell
2018
Q4
$209K Hold
2018
Q3
$245K Buy
2017
Q4
Sell
2017
Q3
$358K Buy