Keystone 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
Q2 | $989K | Buy |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $948K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $835K | Hold |
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|
2023
Q2 | $867K | Sell |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $784K | Buy |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $986K | Buy |
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