Sax Wealth Advisors’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 | $18.1M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $19M | Sell |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $17.3M | Buy |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $9.59M | Buy |
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|
2022
Q4 | $8.86M | Sell |
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|
2022
Q3 | $8.6M | Buy |
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|
2022
Q2 | $8.38M | Buy |
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|
2022
Q1 | $8.52M | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $9.49M | Buy |
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|
2021
Q2 | $8.83M | Buy |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $6.03M | Buy |
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