Benchmark Financial Wealth 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
Q2 | $17.4M | Sell |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $23.1M | Sell |
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|
2024
Q2 | $22.5M | Sell |
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|
2024
Q1 | $22.9M | Buy |
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|
2023
Q4 | $20.7M | Sell |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $19.4M | Buy |
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|
2023
Q1 | $17.7M | Buy |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $17.9M | Sell |
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|
2022
Q1 | $23.2M | Sell |
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|
2021
Q4 | $25.3M | Buy |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $20.4M | Buy |
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|
2021
Q1 | $17.8M | Sell |
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|
2020
Q4 | $16.9M | Buy |
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|
2020
Q3 | $14.1M | Buy |
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|
2020
Q2 | $11.7M | Buy |
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|
2020
Q1 | $4.1M | Buy |
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|
2019
Q4 | $3.12M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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