Peak Financial 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 | $2.5M | Buy |
|
|||||
|
2025
Q2 | $2.31M | Buy |
|
|||||
|
2025
Q1 | $2.08M | Buy |
|
|||||
|
2024
Q4 | $2.19M | Sell |
|
|||||
|
2024
Q3 | $2.15M | Buy |
|
|||||
|
2024
Q2 | $2.03M | Buy |
|
|||||
|
2024
Q1 | $1.96M | Buy |
|
|||||
|
2023
Q4 | $1.79M | Buy |
|
|||||
|
2023
Q3 | $1.59M | Buy |
|
|||||
|
2023
Q2 | $1.62M | Buy |
|
|||||
|
2023
Q1 | $1.48M | Sell |
|
|||||
|
2022
Q4 | $1.39M | Buy |
|
|||||
|
2022
Q3 | $1.28M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q1 | $1.34M | Sell |
|
|||||
|
2021
Q4 | $1.43M | Buy |
|
|||||
|
2021
Q3 | $1.27M | Buy |
|
|||||
|
2021
Q2 | $1.23M | Sell |
|
|||||
|
2021
Q1 | $1.3M | Sell |
|
|||||
|
2020
Q4 | $1.26M | Sell |
|
|||||
|
2020
Q3 | $1.39M | Buy |
|
|||||
|
2020
Q2 | $1.22M | Buy |
|
|||||
|
2020
Q1 | $608K | Buy |
|
|||||
|
2019
Q4 | $768K | Buy |
|
|||||
|
2019
Q3 | $651K | Buy |
|
|||||
|
2019
Q2 | $611K | Buy |
|
|||||
|
2019
Q1 | $547K | Buy |
|
|||||
|
2018
Q4 | $430K | Buy |
|
|||||
|
2018
Q3 | $399K | Buy |
|
|||||
|
2018
Q2 | $335K | Buy |
|