L.J. Altfest & Co’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
$321K Buy
2025
Q2
$297K Buy
2025
Q1
$268K Buy
2024
Q4
$281K Buy
2024
Q3
$274K Buy
2024
Q2
$258K Sell
2024
Q1
$252K Sell
2023
Q4
$279K Buy
2023
Q3
$246K Buy