Talisman 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 | $2.05M | Buy |
|
|||||
|
2025
Q1 | $1.8M | Sell |
|
|||||
|
2024
Q4 | $2.21M | Sell |
|
|||||
|
2024
Q3 | $2.49M | Sell |
|
|||||
|
2024
Q2 | $2.47M | Buy |
|
|||||
|
2024
Q1 | $2.39M | Sell |
|
|||||
|
2023
Q4 | $2.29M | Sell |
|
|||||
|
2023
Q3 | $2.11M | Sell |
|
|||||
|
2023
Q2 | $2.24M | Sell |
|
|||||
|
2023
Q1 | $2.2M | Buy |
|
|||||
|
2022
Q4 | $2.06M | Buy |
|