EPG 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
Q2 | $938K | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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