Kestra Private Wealth 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 | $12M | Buy |
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|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $9.98M | Buy |
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|
2024
Q4 | $9.87M | Buy |
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|
2024
Q3 | $6.81M | Sell |
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|
2024
Q2 | $9.74M | Sell |
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|
2024
Q1 | $9.76M | Buy |
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|
2023
Q4 | $8.85M | Buy |
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|
2023
Q3 | $7.66M | Buy |
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|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $5.29M | Sell |
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $5.56M | Buy |
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|
2022
Q2 | $4.89M | Buy |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $3.76M | Buy |
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|
2020
Q3 | $3.22M | Buy |
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