Congress 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
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $712K | Hold |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $663K | Buy |
|
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $553K | Hold |
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|
2022
Q1 | $666K | Sell |
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|
2021
Q4 | $5.71M | Buy |
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