Shira Ridge 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 | $406K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $267K | Buy |
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