BSW Wealth 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 | $365K | Hold |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $312K | Buy |
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