Glassman Wealth Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
1,725
-503
| -23% | -$67.9K | 0.04% | 71 |
|
|
2025
Q1 | $272K | Hold |
2,228
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $287K | Hold |
2,228
| – | – | 0.05% | 55 |
|
|
2024
Q3 | $280K | Hold |
2,228
| – | – | 0.05% | 58 |
|
|
2024
Q2 | $265K | Hold |
2,228
| – | – | 0.05% | 63 |
|
|
2024
Q1 | $257K | Hold |
2,228
| – | – | 0.05% | 60 |
|
|
2023
Q4 | $234K | Hold |
2,228
| – | – | 0.03% | 166 |
|
|
2023
Q3 | $210K | Hold |
2,228
| – | – | 0.03% | 163 |
|
|
2023
Q2 | $218K | Hold |
2,228
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $202K | Hold |
2,228
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $189K | Hold |
2,228
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $177K | Hold |
2,228
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $187K | Hold |
2,228
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $225K | Hold |
2,228
| – | – | 0.04% | 153 |
|
|
2021
Q4 | $238K | Buy |
+2,228
| New | +$238K | 0.04% | 137 |
|