Concord Wealth Partners’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
Q2 | $36.1K | Buy |
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|
2025
Q1 | $30.2K | Buy |
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|
2024
Q4 | $31.8K | Sell |
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|
2024
Q3 | $33.4K | Buy |
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|
2024
Q2 | $29.2K | Sell |
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|
2024
Q1 | $29.5K | Sell |
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|
2023
Q4 | $29.4K | Sell |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $29.1K | Buy |
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|
2023
Q1 | $26.8K | Sell |
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|
2022
Q4 | $61.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $75K | Buy |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8K | Sell |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $213K | Buy |
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