Geometric Wealth 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
Q2 | $650K | Buy |
|
|||||
|
2025
Q1 | $498K | Hold |
|
|||||
|
2024
Q4 | $525K | Sell |
|
|||||
|
2024
Q3 | $519K | Buy |
|
|||||
|
2024
Q2 | $462K | Hold |
|
|||||
|
2024
Q1 | $448K | Buy |
|
|||||
|
2023
Q4 | $377K | Sell |
|
|||||
|
2023
Q3 | $371K | Buy |
|
|||||
|
2023
Q2 | $287K | Buy |
|
|||||
|
2023
Q1 | $217K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Hold |
|
|||||
|
2021
Q4 | $230K | Buy |
|