Institute for 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 | $1.41M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $601K | Buy |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $684K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $659K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $25K | Buy |
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