Madison Wealth Partners’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 | $1.27M | Buy |
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|
2025
Q1 | $988K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $595K | Buy |
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