Ridgecrest Wealth Partners’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 | $7.24M | Sell |
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|
2025
Q2 | $6.81M | Sell |
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|
2025
Q1 | $6.22M | Sell |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $6.82M | Sell |
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|
2024
Q2 | $6.56M | Sell |
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|
2024
Q1 | $6.37M | Sell |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $5.4M | Sell |
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|
2023
Q2 | $5.63M | Sell |
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|
2023
Q1 | $5.3M | Buy |
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|
2022
Q4 | $4.96M | Sell |
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|
2022
Q3 | $4.69M | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $5.85M | Buy |
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|
2021
Q4 | $5.37M | Buy |
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|
2021
Q3 | $4.48M | Buy |
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|
2021
Q2 | $4.36M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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