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