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