Chesley Taft & Associates’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 | $979K | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $224K | Buy |
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