Measured Wealth Private Client Group’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
$206K Buy
2023
Q1
Sell
2022
Q4
$356K Buy
2022
Q3
$232K Hold
2022
Q2
$245K Hold
2022
Q1
$295K Hold
2021
Q4
$312K Hold
2021
Q3
$287K Hold
2021
Q2
$288K Hold
2021
Q1
$267K Hold
2020
Q4
$252K Buy