Smallwood Wealth Investment 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 | $54.5M | Buy |
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|
2025
Q2 | $48.8M | Sell |
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|
2025
Q1 | $44.4M | Buy |
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|
2024
Q4 | $45.4M | Sell |
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|
2024
Q3 | $44.6M | Buy |
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|
2024
Q2 | $41.3M | Buy |
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|
2024
Q1 | $39.4M | Sell |
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|
2023
Q4 | $36.3M | Buy |
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|
2023
Q3 | $31.7M | Buy |
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|
2023
Q2 | $32.1M | Sell |
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|
2023
Q1 | $30.2M | Buy |
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|
2022
Q4 | $28.1M | Buy |
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|
2022
Q3 | $25.5M | Sell |
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|
2022
Q2 | $27.7M | Buy |
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|
2022
Q1 | $32.1M | Buy |
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|
2021
Q4 | $32.9M | Buy |
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