Summit Wealth 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 | $6.84M | Sell |
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|
2025
Q1 | $6.7M | Sell |
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|
2024
Q4 | $7.23M | Sell |
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|
2024
Q3 | $7.38M | Buy |
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|
2024
Q2 | $6.08M | Sell |
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|
2024
Q1 | $6.14M | Sell |
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|
2023
Q4 | $5.64M | Sell |
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|
2023
Q3 | $5.37M | Buy |
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|
2023
Q2 | $5.51M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $5.15M | Sell |
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|
2022
Q3 | $5.1M | Sell |
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|
2022
Q2 | $5.66M | Buy |
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|
2022
Q1 | $5.36M | Buy |
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|
2021
Q4 | $5.39M | Buy |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $3.69M | Buy |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.14M | Buy |
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|
2019
Q4 | $2.5M | Buy |
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