Wade Financial Advisory’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
Q1 | $11.3M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $10.1M | Sell |
|
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|
2023
Q4 | $9.21M | Sell |
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|
2023
Q3 | $8.35M | Sell |
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|
2023
Q2 | $8.83M | Sell |
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|
2023
Q1 | $8.25M | Sell |
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|
2022
Q4 | $7.74M | Buy |
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|
2022
Q3 | $5.88M | Buy |
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|
2022
Q2 | $5.84M | Buy |
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|
2022
Q1 | $4.91M | Buy |
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.59M | Buy |
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|
2019
Q4 | $626K | Buy |
|