Jackson Grant Investment Advisers’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 | $258K | Buy |
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|
2025
Q2 | $239K | Buy |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $139K | Buy |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $60.4K | Buy |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $18K | Buy |
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