Global Financial Private Client’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 | $202K | Hold |
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|
2025
Q1 | $182K | Hold |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $188K | Hold |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $140K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $151K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $148K | Hold |
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|
2021
Q1 | $139K | Hold |
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|
2020
Q4 | $129K | Sell |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $719K | Buy |
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