Keebeck Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,448
| Closed | -$299K | – | 339 |
|
|
2025
Q1 | $299K | Buy |
2,448
+518
| +27% | +$63.2K | 0.04% | 217 |
|
|
2024
Q4 | $248K | Buy |
1,930
+89
| +5% | +$11.4K | 0.04% | 233 |
|
|
2024
Q3 | $231K | Buy |
+1,841
| New | +$231K | 0.03% | 235 |
|
|
2020
Q3 | – | Sell |
-148
| Closed | -$10K | – | 272 |
|
|
2020
Q2 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-148
| Closed | -$10K | – | 242 |
|
|
2019
Q4 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 293 |
|