Frisch Financial Group’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 | $361K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $202K | Buy |
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