McNaughton 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 | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $297K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $1.02M | Buy |
|