Private Trust Company’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
$3.97M Sell
2025
Q2
$3.73M Buy
2025
Q1
$3.37M Hold
2024
Q4
$3.55M Sell
2024
Q3
$3.97M Sell
2024
Q2
$3.77M Buy
2024
Q1
$3.5M Buy
2023
Q4
$3.18M Buy
2023
Q3
$2.75M Sell
2023
Q2
$3.02M Buy
2023
Q1
$2.78M Buy
2022
Q4
$2.51M Buy
2022
Q3
$2.19M Buy
2022
Q2
$1.47M Buy