Strategies Wealth 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
Q2 | $742K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $679K | Buy |
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|
2022
Q4 | $578K | Buy |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $719K | Sell |
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|
2021
Q4 | $781K | Buy |
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