Cornerstone 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
$264K Sell
2025
Q2
$259K Sell
2025
Q1
$245K Buy
2024
Q4
$248K Buy
2024
Q3
$242K Sell
2024
Q2
$230K Buy
2024
Q1
$216K Buy
2020
Q3
Sell
2020
Q2
$313K Sell
2020
Q1
$1.65M Sell
2019
Q4
$3.55M Buy
2019
Q3
$3.23M Sell
2019
Q2
$3.53M Sell
2019
Q1
$3.48M Buy
2018
Q4
$1M Sell
2018
Q3
$10.3M Sell
2018
Q2
$22.5M Buy
2018
Q1
$1.26M Buy
2017
Q4
$970K Buy
2017
Q3
$605K Buy
2017
Q2
$406K Buy