Onyx Bridge Wealth Group’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 | $390K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $286K | Buy |
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