Douglass Winthrop Advisors’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 | $436K | Hold |
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|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $259K | Buy |
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