Symphony Financial’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 | $1.08M | Buy |
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|
2025
Q2 | $950K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $827K | Sell |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $584K | Sell |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $327K | Buy |
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