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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Hold |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $202K | Hold |
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|
2022
Q4 | $189K | Hold |
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|
2022
Q3 | $177K | Hold |
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|
2022
Q2 | $187K | Hold |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $238K | Buy |
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