MorganRosel 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 | $9.5M | Buy |
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|
2025
Q2 | $8.62M | Sell |
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|
2025
Q1 | $8.29M | Sell |
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|
2024
Q4 | $8.76M | Buy |
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|
2024
Q3 | $8.42M | Buy |
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|
2024
Q2 | $7.3M | Buy |
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|
2024
Q1 | $6.98M | Sell |
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|
2023
Q4 | $6.68M | Sell |
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|
2023
Q3 | $6M | Buy |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $4.39M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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