Ledge Wealth Management’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
2023
Q4
$384K Buy
2023
Q3
$262K Sell
2023
Q2
$286K Sell
2023
Q1
$1.84M Buy
2022
Q4
$1.38M Buy
2022
Q3
$770K Sell
2022
Q2
$953K Sell
2022
Q1
$2M Buy