Jackson Thornton 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 | $1.75M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $897K | Buy |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $592K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $375K | Buy |
|