Valtinson Bruner Financial Planning’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 | $476K | Hold |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $420K | Sell |
|
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $668K | Buy |
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|
2019
Q3 | $588K | Sell |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $568K | Buy |
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|
2018
Q4 | $445K | Buy |
|