Empirical Wealth Management’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 | $653K | Buy |
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|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $788K | Buy |
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|
2016
Q4 | $416K | Buy |
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|
2016
Q3 | $209K | Buy |
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