Opes 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 | $565K | Sell |
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|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $354K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $310K | Buy |
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