ForthRight 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
Q3 | $685K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $814K | Sell |
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|
2023
Q4 | $809K | Sell |
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|
2023
Q3 | $812K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $985K | Sell |
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|
2020
Q4 | $990K | Buy |
|