Kelly Financial Services’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 | $3.14M | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $6.37M | Sell |
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|
2022
Q4 | $24.2M | Sell |
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|
2022
Q3 | $38.8M | Buy |
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|
2022
Q2 | $39.7M | Buy |
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|
2022
Q1 | $38.6M | Buy |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $42.3K | Buy |
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