Signature Wealth Management Partners’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 | $1.29M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $980K | Sell |
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|
2023
Q3 | $898K | Buy |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $751K | Buy |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $466K | Buy |
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