Mascoma 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 | $10.7K | Hold |
|
|||||
|
2025
Q1 | $9.64K | Hold |
|
|||||
|
2024
Q4 | $10.2K | Sell |
|
|||||
|
2024
Q3 | $10.2K | Hold |
|
|||||
|
2024
Q2 | $9.62K | Hold |
|
|||||
|
2024
Q1 | $9.34K | Hold |
|
|||||
|
2023
Q4 | $8.52K | Hold |
|
|||||
|
2023
Q3 | $7.63K | Hold |
|
|||||
|
2023
Q2 | $8.04K | Sell |
|
|||||
|
2023
Q1 | $66.5K | Buy |
|
|||||
|
2022
Q4 | $57K | Hold |
|
|||||
|
2022
Q3 | $53K | Hold |
|
|||||
|
2022
Q2 | $56K | Buy |
|
|||||
|
2022
Q1 | $62K | Buy |
|
|||||
|
2021
Q4 | $55K | Hold |
|
|||||
|
2021
Q3 | $51K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $47K | Buy |
|