Catalyst 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
Q3
$23.6M Sell
2025
Q2
$23.4M Sell
2025
Q1
$26.1M Sell
2024
Q4
$27.6M Buy
2024
Q3
$26.6M Buy
2024
Q2
$22.3M Buy
2024
Q1
$14M Buy
2023
Q4
$10.9M Buy
2023
Q3
$9.6M Buy
2023
Q2
$9.8M Sell
2023
Q1
$9.16M Sell
2022
Q4
$8.61M Sell
2022
Q3
$11.1M Sell
2022
Q2
$12.6M Buy
2022
Q1
$11.2M Sell
2021
Q4
$17.2M Buy
2021
Q3
$14M Buy
2021
Q2
$12.5M Buy
2021
Q1
$10.9M Buy
2020
Q4
$9.2M Buy
2020
Q3
$7.02M Buy