Bouvel Investment Partners’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 | $1.34M | Sell |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $917K | Sell |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $957K | Sell |
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|
2024
Q1 | $951K | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $623K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $642K | Buy |
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