Elevation Wealth Partners’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 | $633K | Sell |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $495K | Buy |
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