Kerntke Otto McGlone Wealth Management Group’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 | $1.82M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.2M | Sell |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $8.84M | Sell |
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|
2020
Q2 | $8.17M | Buy |
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|
2020
Q1 | $6.66M | Buy |
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|
2019
Q4 | $7.33M | Buy |
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