PBMares 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 | $1.04M | Sell |
|
|||||
|
2025
Q2 | $971K | Sell |
|
|||||
|
2025
Q1 | $902K | Sell |
|
|||||
|
2024
Q4 | $981K | Buy |
|
|||||
|
2024
Q3 | $943K | Sell |
|
|||||
|
2024
Q2 | $905K | Hold |
|
|||||
|
2024
Q1 | $878K | Sell |
|
|||||
|
2023
Q4 | $866K | Buy |
|
|||||
|
2023
Q3 | $735K | Sell |
|
|||||
|
2023
Q2 | $764K | Buy |
|
|||||
|
2023
Q1 | $537K | Sell |
|
|||||
|
2022
Q4 | $514K | Buy |
|
|||||
|
2022
Q3 | $482K | Sell |
|
|||||
|
2022
Q2 | $509K | Sell |
|
|||||
|
2022
Q1 | $614K | Sell |
|
|||||
|
2021
Q4 | $681K | Sell |
|
|||||
|
2021
Q3 | $713K | Sell |
|
|||||
|
2021
Q2 | $735K | Sell |
|
|||||
|
2021
Q1 | $723K | Sell |
|
|||||
|
2020
Q4 | $740K | Sell |
|
|||||
|
2020
Q3 | $663K | Sell |
|
|||||
|
2020
Q2 | $648K | Buy |
|
|||||
|
2020
Q1 | $412K | Sell |
|
|||||
|
2019
Q4 | $585K | Buy |
|