Marcum Wealth’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
Q1 | $419K | Sell |
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|
2024
Q4 | $471K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $435K | Sell |
|
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|
2024
Q1 | $427K | Buy |
|
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|
2023
Q4 | $375K | Hold |
|
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $282K | Buy |
|