Ullmann Wealth Partners Group’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 | $92.3M | Sell |
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|
2025
Q2 | $86.6M | Sell |
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|
2025
Q1 | $78.5M | Sell |
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|
2024
Q4 | $83.1M | Sell |
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|
2024
Q3 | $82M | Buy |
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|
2024
Q2 | $77.3M | Sell |
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|
2024
Q1 | $75.6M | Sell |
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|
2023
Q4 | $70.5M | Sell |
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|
2023
Q3 | $65.5M | Sell |
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|
2023
Q2 | $68.9M | Sell |
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|
2023
Q1 | $65.5M | Sell |
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|
2022
Q4 | $62M | Buy |
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|
2022
Q3 | $54.9M | Sell |
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|
2022
Q2 | $58.9M | Buy |
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|
2022
Q1 | $64M | Sell |
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|
2021
Q4 | $69.9M | Buy |
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|
2021
Q3 | $62.7M | Buy |
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|
2021
Q2 | $58.9M | Buy |
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|
2021
Q1 | $52.6M | Buy |
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|
2020
Q4 | $47.2M | Sell |
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|
2020
Q3 | $41.8M | Sell |
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|
2020
Q2 | $39M | Sell |
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|
2020
Q1 | $39.8M | Buy |
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|
2019
Q4 | $46.6M | Sell |
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|
2019
Q3 | $43.4M | Buy |
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|
2019
Q2 | $42.3M | Buy |
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|
2019
Q1 | $38.8M | Buy |
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|
2018
Q4 | $32.4M | Buy |
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|
2018
Q3 | $34.1M | Sell |
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|
2018
Q2 | $32.5M | Sell |
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|
2018
Q1 | $31.8M | Buy |
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|
2017
Q4 | $30M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23.7M | Buy |
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|
2017
Q1 | $19.2M | Buy |
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|
2016
Q4 | $5.84M | Buy |
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