Bordeaux Wealth Advisors’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 | $2.08M | Hold |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $4.63M | Buy |
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|
2024
Q2 | $3.76M | Hold |
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|
2024
Q1 | $3.65M | Hold |
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|
2023
Q4 | $3.33M | Hold |
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|
2023
Q3 | $2.98M | Hold |
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|
2023
Q2 | $3.1M | Hold |
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|
2023
Q1 | $2.87M | Hold |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.53M | Hold |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $3.2M | Hold |
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|
2021
Q4 | $3.39M | Hold |
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|
2021
Q3 | $3.12M | Hold |
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|
2021
Q2 | $3.13M | Hold |
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|
2021
Q1 | $2.9M | Hold |
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|
2020
Q4 | $2.73M | Buy |
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