Planning Directions’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 | $276K | Sell |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $458K | Sell |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $566K | Sell |
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|
2021
Q1 | $540K | Sell |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $452K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $396K | Sell |
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|
2018
Q1 | $390K | Buy |
|