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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Sell |
55,300
-199
| -0.4% | -$26.9K | 4.57% | 12 |
|
|
2025
Q1 | $6.77M | Hold |
55,499
| – | – | 4.62% | 12 |
|
|
2024
Q4 | $7.14M | Buy |
+55,499
| New | +$7.14M | 4.46% | 12 |
|
|
2024
Q2 | $4.61M | Hold |
38,772
| – | – | 3.41% | 13 |
|
|
2024
Q1 | $4.47M | Buy |
38,772
+2,715
| +8% | +$313K | 3.62% | 13 |
|
|
2023
Q4 | $3.79M | Buy |
36,057
+9,489
| +36% | +$999K | 3.51% | 13 |
|
|
2023
Q3 | $2.5M | Sell |
26,568
-466
| -2% | -$43.9K | 2.61% | 13 |
|
|
2023
Q2 | $2.65M | Hold |
27,034
| – | – | 2.62% | 13 |
|
|
2023
Q1 | $2.45M | Hold |
27,034
| – | – | 2.68% | 13 |
|
|
2022
Q4 | $2.29M | Buy |
27,034
+1,700
| +7% | +$144K | 2.79% | 13 |
|
|
2022
Q3 | $2.02M | Hold |
25,334
| – | – | 2.4% | 14 |
|
|
2022
Q2 | $2.12M | Buy |
25,334
+1,165
| +5% | +$97.6K | 2.34% | 13 |
|
|
2022
Q1 | $2.44M | Hold |
24,169
| – | – | 2.1% | 13 |
|
|
2021
Q4 | $2.59M | Hold |
24,169
| – | – | 2.07% | 15 |
|
|
2021
Q3 | $2.38M | Hold |
24,169
| – | – | 2.05% | 15 |
|
|
2021
Q2 | $2.39M | Hold |
24,169
| – | – | 2.08% | 15 |
|
|
2021
Q1 | $2.21M | Buy |
+24,169
| New | +$2.21M | 2.04% | 15 |
|