Venturi Wealth Management’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 | $2.62M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.7K | Sell |
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|
2024
Q3 | $31.4K | Hold |
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|
2024
Q2 | $29.7K | Hold |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $26.3K | Hold |
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|
2023
Q3 | $23.5K | Hold |
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|
2023
Q2 | $24.5K | Hold |
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|
2023
Q1 | $22.6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $934K | Sell |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $2.88M | Sell |
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|
2019
Q2 | $3.35M | Buy |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $264K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $248K | Hold |
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|
2016
Q2 | $238K | Buy |
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|
2016
Q1 | $206K | Buy |
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