Perigon 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 | $2.13M | Sell |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $420K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $583K | Sell |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $561K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Sell |
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|
2016
Q4 | $161K | Buy |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | $8K | Buy |
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