Schrum Private 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
Q3 | $2.84M | Buy |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $728K | Buy |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $772K | Buy |
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