Ritter Daniher Financial Advisory’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 | $358K | Sell |
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|
2025
Q2 | $350K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $324K | Buy |
|
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $200K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $315K | Buy |
|