Resurgent Financial Advisors’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 | $654K | Hold |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $518K | Buy |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $608K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $620K | Buy |
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