Encompass Wealth 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
Q2 | $426K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $287K | Buy |
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