Diversified Trust’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
Q4
$475K Buy
2025
Q3
$420K Hold
2025
Q2
$389K Buy
2025
Q1
$338K Hold
2024
Q4
$356K Sell
2024
Q3
$357K Buy
2023
Q4
Sell
2023
Q3
$242K Sell
2023
Q2
$254K Sell
2023
Q1
$241K Hold
2022
Q4
$225K Buy