Freestone Capital Holdings’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 | $12.6M | Buy |
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|
2025
Q2 | $11.4M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $9.3M | Buy |
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|
2023
Q3 | $7.91M | Sell |
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|
2023
Q2 | $8.25M | Sell |
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|
2023
Q1 | $8.52M | Sell |
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|
2022
Q4 | $8.38M | Buy |
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|
2022
Q3 | $7.79M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $945K | Buy |
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|
2020
Q4 | $48.6K | Sell |
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|
2020
Q3 | $53.6K | Buy |
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