Morling Financial Advisors’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 | $2.34M | Sell |
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|
2025
Q1 | $5.32M | Sell |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $5.52M | Hold |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $5.91M | Buy |
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|
2023
Q4 | $5.21M | Buy |
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|
2023
Q3 | $4.67M | Buy |
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|
2023
Q2 | $4.85M | Sell |
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|
2023
Q1 | $4.51M | Sell |
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|
2022
Q4 | $4.28M | Buy |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $4.27M | Buy |
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|
2022
Q1 | $4.82M | Buy |
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|
2021
Q4 | $65K | Buy |
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