Stonebridge Capital Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $672K | Hold |
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|
2024
Q1 | $652K | Sell |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $542K | Hold |
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|
2023
Q2 | $563K | Hold |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $729K | Sell |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Buy |
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