GeoWealth Management’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 | $5.97M | Sell |
|
|||||
|
2025
Q1 | $5.65M | Buy |
|
|||||
|
2024
Q4 | $5.94M | Sell |
|
|||||
|
2024
Q3 | $6.06M | Buy |
|
|||||
|
2024
Q2 | $5.49M | Sell |
|
|||||
|
2024
Q1 | $6.16M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $253K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $548K | Sell |
|
|||||
|
2021
Q4 | $5.4M | Buy |
|
|||||
|
2021
Q3 | $295K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $5.69M | Sell |
|
|||||
|
2020
Q2 | $5.94M | Sell |
|
|||||
|
2020
Q1 | $8.5M | Buy |
|
|||||
|
2019
Q4 | $10.2M | Buy |
|
|||||
|
2019
Q3 | $330K | Sell |
|
|||||
|
2019
Q2 | $951K | Buy |
|