Bromfield Sneider 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
2024
Q1
$673K Buy
2023
Q4
$435K Buy
2023
Q3
$385K Hold
2023
Q2
$400K Buy
2023
Q1
$370K Buy
2022
Q4
$345K Buy
2022
Q3
$271K Buy
2022
Q2
$238K Buy
2022
Q1
$166K Buy