Cassaday & Co Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$548K	Sell
2025 Q4	$589K	Buy
2025 Q3	$445K	Buy
2025 Q2	$411K	Buy
2025 Q1	$250K	Buy
2024 Q4	$257K	Sell
2024 Q3	$278K	Buy
2024 Q2	$238K	Buy