Golden State Wealth 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 | $669K | Sell |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.56M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.24M | Sell |
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|
2019
Q2 | $3.61M | Sell |
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|
2019
Q1 | $3.99M | Buy |
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