Rodgers & Associates’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 | $1.2M | Sell |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $515K | Hold |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $224K | Buy |
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