Cozad Asset 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 | $292K | Sell |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $259K | Buy |
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