Tanglewood Legacy 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 | $1.4M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $913K | Hold |
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|
2023
Q2 | $949K | Buy |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $798K | Buy |
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