Bradley & Co 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
Q3
$7.98M Sell
2025
Q2
$7.47M Sell
2025
Q1
$6.77M Hold
2024
Q4
$7.14M Buy
2024
Q2
$4.61M Hold
2024
Q1
$4.47M Buy
2023
Q4
$3.79M Buy
2023
Q3
$2.5M Sell
2023
Q2
$2.65M Hold
2023
Q1
$2.45M Hold
2022
Q4
$2.29M Buy
2022
Q3
$2.02M Hold
2022
Q2
$2.12M Buy
2022
Q1
$2.44M Hold
2021
Q4
$2.59M Hold
2021
Q3
$2.38M Hold
2021
Q2
$2.39M Hold
2021
Q1
$2.21M Buy