Schwarz Dygos Wheeler Investment 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
Q4 | $957K | Buy |
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|
2025
Q3 | $936K | Buy |
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|
2025
Q2 | $867K | Buy |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $787K | Sell |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $571K | Buy |
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