Richwood Investment 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
2026
Q1
Sell
2025
Q4
$206K Sell
2025
Q3
$222K Hold
2025
Q2
$206K Buy
2025
Q1
Sell
2024
Q4
$243K Hold
2024
Q3
$237K Hold
2024
Q2
$224K Hold
2024
Q1
$217K Buy
2022
Q2
Sell
2022
Q1
$226K Hold
2021
Q4
$239K Buy