Heartwood Wealth Advisors’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 | $402K | Hold |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $283K | Buy |
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