Falcon Wealth Planning’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 | $720K | Hold |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $782K | Sell |
|
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|
2024
Q3 | $861K | Sell |
|
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|
2024
Q2 | $891K | Sell |
|
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|
2024
Q1 | $865K | Sell |
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|
2023
Q4 | $794K | Buy |
|
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $489K | Buy |
|
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|
2023
Q1 | $386K | Buy |
|
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $411K | Buy |
|