TFO 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 | $4.1M | Sell |
|
|||||
|
2025
Q1 | $3.71M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $3.92M | Buy |
|
|||||
|
2024
Q2 | $3.68M | Sell |
|
|||||
|
2024
Q1 | $3.59M | Sell |
|
|||||
|
2023
Q4 | $3.29M | Sell |
|
|||||
|
2023
Q3 | $3.58M | Hold |
|
|||||
|
2023
Q2 | $3.58M | Buy |
|
|||||
|
2023
Q1 | $3.31M | Buy |
|
|||||
|
2022
Q4 | $600 | Sell |
|
|||||
|
2022
Q3 | $2.92M | Buy |
|
|||||
|
2022
Q2 | $3.05M | Sell |
|
|||||
|
2022
Q1 | $3.74M | Sell |
|
|||||
|
2021
Q4 | $3.97M | Sell |
|
|||||
|
2021
Q3 | $3.79M | Sell |
|
|||||
|
2021
Q2 | $3.92M | Sell |
|
|||||
|
2021
Q1 | $3.98M | Buy |
|
|||||
|
2020
Q4 | $3.74M | Buy |
|
|||||
|
2020
Q3 | $3.14M | Sell |
|
|||||
|
2020
Q2 | $3.49M | Buy |
|
|||||
|
2020
Q1 | $1.77M | Buy |
|
|||||
|
2019
Q4 | $1.54M | Buy |
|