Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Buy |
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|
2025
Q4 | $325K | Buy |
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|
2025
Q3 | $245K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $45K | Buy |
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