Goelzer Investment 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
Q3 | $409K | Hold |
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|
2025
Q2 | $379K | Hold |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $499K | Hold |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $284K | Buy |
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