Mason Investment Advisory Services’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 | $363K | Buy |
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|
2025
Q2 | $337K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $283K | Buy |
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