Elwood & Goetz Wealth Advisory Group’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 | $572K | Sell |
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|
2025
Q2 | $550K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $365K | Buy |
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