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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2025
Q2
Sell
2025
Q1
$299K Buy
2024
Q4
$248K Buy
2024
Q3
$231K Buy
2020
Q3
Sell
2020
Q2
$10K Buy
2020
Q1
Sell
2019
Q4
$10K Buy