Cassady Schiller Wealth Management’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
Q4 | $1.44M | Hold |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.26M | Hold |
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|
2021
Q4 | $1.33M | Buy |
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