Dougherty Wealth Advisers’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 | $9.61K | Hold |
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|
2025
Q2 | $8.91K | Hold |
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|
2025
Q1 | $8.05K | Hold |
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|
2024
Q4 | $8.49K | Hold |
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|
2024
Q3 | $8.29K | Hold |
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|
2024
Q2 | $7.84K | Hold |
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|
2024
Q1 | $7.61K | Hold |
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|
2023
Q4 | $6.95K | Sell |
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|
2023
Q3 | $11.1K | Hold |
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|
2023
Q2 | $11.5K | Hold |
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|
2023
Q1 | $10.7K | Sell |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $9.05M | Buy |
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|
2021
Q4 | $9.28M | Buy |
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|
2021
Q3 | $8.28M | Sell |
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|
2021
Q2 | $8.35M | Sell |
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|
2021
Q1 | $7.87M | Sell |
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|
2020
Q4 | $7.44M | Buy |
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|
2020
Q3 | $838K | Sell |
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|
2020
Q2 | $777K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $411K | Buy |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q4 | $251K | Buy |
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