Grand 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
Q2 | $6.67M | Sell |
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|
2025
Q1 | $6.06M | Sell |
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|
2024
Q4 | $6.64M | Sell |
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|
2024
Q3 | $6.54M | Sell |
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|
2024
Q2 | $6.69M | Sell |
|
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|
2024
Q1 | $6.53M | Hold |
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|
2023
Q4 | $5.96M | Sell |
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|
2023
Q3 | $6M | Sell |
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|
2023
Q2 | $6.23M | Sell |
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|
2023
Q1 | $5.87M | Buy |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $5.48M | Hold |
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|
2022
Q1 | $6.6M | Sell |
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|
2021
Q4 | $7.03M | Buy |
|