Cherrydale 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 | $26.9M | Buy |
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|
2025
Q2 | $24.8M | Sell |
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|
2025
Q1 | $23.8M | Buy |
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|
2024
Q4 | $23.3M | Buy |
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $20.5M | Sell |
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|
2024
Q1 | $20.2M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $13.6M | Sell |
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|
2023
Q1 | $13.1M | Buy |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $8.22M | Buy |
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|
2022
Q2 | $6.33M | Buy |
|