Delap Wealth Advisory’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 | $29.6M | Buy |
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|
2025
Q2 | $26M | Buy |
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|
2025
Q1 | $20.6M | Sell |
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|
2024
Q4 | $23M | Sell |
|
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|
2024
Q3 | $22.5M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $17.6M | Sell |
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|
2023
Q4 | $25M | Buy |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $7.42M | Buy |
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|
2022
Q4 | $6.46M | Buy |
|