Marietta 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
Q3
$524K Buy
2025
Q2
$450K Buy
2025
Q1
$403K Sell
2024
Q4
$592K Buy
2024
Q3
$555K Sell
2024
Q2
$542K Buy
2024
Q1
$478K Sell
2023
Q4
$450K Sell
2023
Q3
$407K Buy
2023
Q2
$408K Buy
2023
Q1
$334K Buy
2022
Q4
$311K Sell
2022
Q3
$345K Buy
2022
Q2
$350K Buy
2022
Q1
$396K Buy
2021
Q4
$294K Buy
2021
Q3
$265K Buy
2021
Q2
$254K Buy
2021
Q1
$204K Buy