NorthRock Partners’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
$1.22M Buy
2025
Q2
$804K Buy
2025
Q1
$675K Buy
2024
Q4
$568K Buy
2024
Q3
$308K Hold
2024
Q2
$291K Sell
2024
Q1
$347K Buy
2023
Q4
$136K Buy
2021
Q1
Sell
2020
Q4
$201K Sell
2020
Q3
$233K Sell
2020
Q2
$486K Sell
2020
Q1
$1.11M Sell
2019
Q4
$3.38M Sell
2019
Q3
$9.16M Buy