Colton Groome Financial Advisors’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 | $316K | Hold |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $379K | Buy |
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|
2019
Q2 | $348K | Buy |
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