HB 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
$132M Buy
2025
Q1
$117M Buy
2024
Q4
$123M Sell
2024
Q3
$120M Sell
2024
Q2
$116M Buy
2024
Q1
$94.9M Buy
2023
Q4
$86.2M Sell
2023
Q3
$77.5M Sell
2023
Q2
$82.4M Buy
2023
Q1
$76.1M Sell
2022
Q4
$74M Buy
2022
Q3
$64.7M Buy
2022
Q2
$56.6M Buy
2022
Q1
$65.8M Buy
2021
Q4
$69.7M Buy