Modera 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 | $8.24M | Buy |
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|
2025
Q2 | $7.63M | Sell |
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|
2025
Q1 | $7.25M | Sell |
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|
2024
Q4 | $7.78M | Sell |
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|
2024
Q3 | $7.84M | Sell |
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|
2024
Q2 | $7.43M | Buy |
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|
2024
Q1 | $6.56M | Sell |
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|
2023
Q4 | $6.17M | Sell |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $5.93M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.54M | Hold |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $944K | Buy |
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|
2020
Q4 | $628K | Buy |
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|
2020
Q3 | $290K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $220K | Buy |
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