Tarbox Family Office’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 | $698K | Sell |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $781K | Buy |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $23K | Buy |
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