McKinley Carter Wealth 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 | $266K | Sell |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $529K | Sell |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $701K | Buy |
|