Quadrant Private 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
Q2 | $2.87M | Sell |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $2.91M | Sell |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $7.5M | Buy |
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|
2023
Q3 | $4.91M | Sell |
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|
2023
Q2 | $5.35M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $753K | Buy |
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|
2021
Q2 | $640K | Hold |
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|
2021
Q1 | $594K | Buy |
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|
2020
Q4 | $554K | Buy |
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|
2020
Q3 | $456K | Sell |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $566K | Buy |
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|
2019
Q4 | $528K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $784K | Sell |
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|
2018
Q4 | $906K | Buy |
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