MBL 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
Q3
$1.32M Buy
2025
Q2
$1.17M Buy
2025
Q1
$989K Buy
2024
Q4
$917K Buy
2024
Q3
$827K Buy
2024
Q2
$719K Buy
2024
Q1
$519K Buy
2023
Q4
$440K Buy
2023
Q3
$357K Buy
2023
Q2
$330K Buy
2023
Q1
$268K Buy
2022
Q4
$244K Buy