Oakwell Private 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
Q2 | $15.8M | Sell |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $16M | Sell |
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|
2024
Q2 | $15.7M | Sell |
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|
2024
Q1 | $15.4M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $8.07M | Buy |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | $2.98M | Sell |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.81M | Sell |
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|
2021
Q2 | $3.08M | Sell |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $3.02M | Buy |
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