North Ridge Wealth 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
Q3 | $568K | Sell |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $573K | Hold |
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|
2024
Q4 | $604K | Sell |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $683K | Sell |
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|
2023
Q3 | $646K | Sell |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $719K | Buy |
|