SFG 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
Q2 | $3.65M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $3.19M | Sell |
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|
2021
Q4 | $4.24M | Buy |
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