Bernardo Wealth Planning’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 | $19M | Buy |
|
|||||
|
2025
Q1 | $15.9M | Buy |
|
|||||
|
2024
Q4 | $15.9M | Buy |
|
|||||
|
2024
Q3 | $14.7M | Buy |
|
|||||
|
2024
Q2 | $3.85M | Buy |
|
|||||
|
2024
Q1 | $2.11M | Sell |
|
|||||
|
2023
Q4 | $2.21M | Sell |
|
|||||
|
2023
Q3 | $2.03M | Sell |
|
|||||
|
2023
Q2 | $2.13M | Sell |
|
|||||
|
2023
Q1 | $1.99M | Sell |
|
|||||
|
2022
Q4 | $1.86M | Sell |
|
|||||
|
2022
Q3 | $2.09M | Buy |
|
|||||
|
2022
Q2 | $1.99M | Buy |
|
|||||
|
2022
Q1 | $1.99M | Buy |
|
|||||
|
2021
Q4 | $1.58M | Buy |
|
|||||
|
2021
Q3 | $1.36M | Buy |
|
|||||
|
2021
Q2 | $1.26M | Buy |
|
|||||
|
2021
Q1 | $1.17M | Sell |
|
|||||
|
2020
Q4 | $1.45M | Buy |
|
|||||
|
2020
Q3 | $782K | Buy |
|
|||||
|
2020
Q2 | $632K | Sell |
|
|||||
|
2020
Q1 | $1.51M | Buy |
|
|||||
|
2019
Q4 | $238K | Buy |
|