Bellwether Advisors’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 | – | Sell |
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|
2025
Q3 | $223K | Buy |
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|
2025
Q2 | $195K | Sell |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $264K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $907K | Buy |
|