Centurion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Buy |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $5.38M | Buy |
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