Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $245K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $56K | Sell |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $53K | Buy |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $2.7M | Sell |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $639K | Buy |
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