Robertson Stephens Wealth Management’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
Q2 | $19.7M | Sell |
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|
2025
Q1 | $17.9M | Sell |
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|
2024
Q4 | $20.3M | Sell |
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|
2024
Q3 | $20.3M | Sell |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $697K | Hold |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $622K | Sell |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $883K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $936K | Hold |
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|
2021
Q1 | $868K | Buy |
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|
2020
Q4 | $669K | Sell |
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|
2020
Q3 | $767K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $289K | Buy |
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