Pasadena Private Wealth’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
$2.09M Buy
2025
Q2
$1.69M Buy
2025
Q1
$1.31M Buy
2024
Q4
$1.31M Buy
2024
Q3
$972K Buy
2024
Q2
$886K Buy
2024
Q1
$758K Sell
2023
Q4
$765K Sell
2023
Q3
$798K Buy
2023
Q2
$705K Sell
2023
Q1
$685K Sell
2022
Q4
$647K Buy
2022
Q3
$571K Buy
2022
Q2
$558K Buy