Blue Bell Private 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 | $621K | Sell |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $912K | Buy |
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