Bogart Wealth LLC’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
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.62M | Hold |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $997K | Hold |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $162K | Sell |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Buy |
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