Key Financial Inc’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 | $280K | Hold |
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|
2025
Q2 | $258K | Buy |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $200K | Hold |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Buy |
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