Roger Wittlin Investment 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
Q2 | $15.2M | Sell |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $9.73M | Buy |
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|
2023
Q4 | $7.61M | Buy |
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|
2023
Q3 | $6.75M | Buy |
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|
2023
Q2 | $6.98M | Buy |
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|
2023
Q1 | $6.39M | Sell |
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|
2022
Q4 | $6.57M | Buy |
|