Benjamin Edwards Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
3,586
+1,244
| +53% | +$168K | 0.01% | 855 |
|
|
2025
Q1 | $286K | Buy |
2,342
+503
| +27% | +$61.4K | ﹤0.01% | 948 |
|
|
2024
Q4 | $237K | Buy |
1,839
+11
| +0.6% | +$1.42K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $230K | Buy |
+1,828
| New | +$230K | ﹤0.01% | 1030 |
|
|
2023
Q3 | – | Sell |
-114
| Closed | -$11K | – | 661 |
|
|
2023
Q2 | $11K | Hold |
114
| – | – | ﹤0.01% | 567 |
|
|
2023
Q1 | $10K | Buy |
114
+1
| +0.9% | +$88 | ﹤0.01% | 581 |
|
|
2022
Q4 | $10K | Hold |
113
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $9K | Buy |
113
+1
| +0.9% | +$80 | ﹤0.01% | 568 |
|
|
2022
Q2 | $9K | Buy |
+112
| New | +$9K | ﹤0.01% | 587 |
|