Essex Financial Services’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 | $19.1M | Buy |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $15.9M | Sell |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $8.7M | Buy |
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|
2023
Q4 | $5.32M | Buy |
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|
2023
Q3 | $3.39M | Buy |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.78M | Sell |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.36M | Sell |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $2.51M | Hold |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $757K | Buy |
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|
2020
Q1 | $562K | Buy |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $355K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $1.37M | Buy |
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|
2016
Q4 | $801K | Buy |
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