Forum Financial 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 | $442K | Hold |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $221K | Buy |
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