Northwest 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 | $47.6M | Buy |
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|
2025
Q2 | $42.5M | Sell |
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|
2025
Q1 | $39M | Buy |
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|
2024
Q4 | $37.8M | Buy |
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|
2024
Q3 | $27M | Buy |
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|
2024
Q2 | $25M | Buy |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $16.1M | Buy |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $9.44M | Buy |
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|
2022
Q4 | $7.5M | Buy |
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|
2022
Q3 | $6.28M | Buy |
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|
2022
Q2 | $4.78M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $955K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $212K | Buy |
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