GoalVest Advisory’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 | $256K | Buy |
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|
2025
Q1 | $64.7K | Hold |
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|
2024
Q4 | $68.2K | Sell |
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|
2024
Q3 | $76.6K | Hold |
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|
2024
Q2 | $72.5K | Sell |
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|
2024
Q1 | $88.8K | Hold |
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|
2023
Q4 | $81K | Sell |
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|
2023
Q3 | $86.7K | Hold |
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|
2023
Q2 | $90K | Sell |
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|
2023
Q1 | $85.8K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $48K | Buy |
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