Brandywine Oak Private Wealth’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 | $835K | Buy |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $425K | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $215K | Buy |
|