O'Brien Wealth 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
Q2 | $61.6M | Sell |
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|
2025
Q1 | $56.5M | Sell |
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|
2024
Q4 | $60.6M | Sell |
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|
2024
Q3 | $59.3M | Sell |
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|
2024
Q2 | $57.9M | Sell |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $102M | Sell |
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|
2023
Q3 | $93.4M | Sell |
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|
2023
Q2 | $97.3M | Buy |
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|
2023
Q1 | $88.2M | Sell |
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|
2022
Q4 | $84.2M | Buy |
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|
2022
Q3 | $77M | Buy |
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|
2022
Q2 | $79.5M | Buy |
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|
2022
Q1 | $83.3M | Sell |
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|
2021
Q4 | $95.5M | Sell |
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|
2021
Q3 | $94.9M | Buy |
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|
2021
Q2 | $95.5M | Buy |
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|
2021
Q1 | $88.5M | Sell |
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|
2020
Q4 | $83.9M | Buy |
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|
2020
Q3 | $73M | Sell |
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|
2020
Q2 | $66.5M | Buy |
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|
2020
Q1 | $51M | Buy |
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|
2019
Q4 | $558K | Sell |
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|
2019
Q3 | $519K | Sell |
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|
2019
Q2 | $609K | Sell |
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|
2019
Q1 | $610K | Sell |
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|
2018
Q4 | $661K | Sell |
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|
2018
Q3 | $1.05M | Sell |
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|
2018
Q2 | $997K | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $1.34M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.35M | Sell |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.34M | Sell |
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|
2015
Q4 | $2.3M | Buy |
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