Ferguson Wellman Capital 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 | $6.39M | Sell |
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|
2025
Q2 | $5.94M | Hold |
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|
2025
Q1 | $5.36M | Hold |
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|
2024
Q4 | $5.65M | Sell |
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|
2024
Q3 | $5.55M | Sell |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $5.11M | Buy |
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|
2023
Q4 | $4.63M | Hold |
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|
2023
Q3 | $4.15M | Hold |
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|
2023
Q2 | $4.31M | Hold |
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|
2023
Q1 | $3.99M | Hold |
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|
2022
Q4 | $3.73M | Hold |
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|
2022
Q3 | $3.5M | Sell |
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|
2022
Q2 | $3.7M | Hold |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $4.56M | Hold |
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|
2021
Q3 | $4.2M | Buy |
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