R.M. Davis Inc’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
$860K Hold
2025
Q2
$797K Hold
2025
Q1
$720K Sell
2024
Q4
$798K Buy
2024
Q3
$666K Hold
2024
Q2
$630K Hold
2024
Q1
$611K Sell
2023
Q4
$574K Hold
2023
Q3
$513K Sell
2023
Q2
$555K Buy