Birchcreek Wealth Management’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 | $295K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $238K | Buy |
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