Planned Solutions’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
Q2 | $22.1M | Buy |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $17.1M | Sell |
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|
2024
Q1 | $16.8M | Sell |
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|
2023
Q4 | $15.6M | Sell |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $13.3M | Sell |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $13M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.6M | Buy |
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|
2020
Q4 | $10.9M | Buy |
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|
2020
Q3 | $9.18M | Buy |
|