Fragasso Financial Advisors’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 | $542K | Buy |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $203K | Buy |
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