Orgel 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 | $1.03M | Hold |
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|
2025
Q2 | $954K | Hold |
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|
2025
Q1 | $862K | Hold |
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|
2024
Q4 | $909K | Sell |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.1M | Hold |
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|
2023
Q4 | $1M | Hold |
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|
2023
Q3 | $896K | Hold |
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|
2023
Q2 | $931K | Sell |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $807K | Buy |
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