Walkner Condon Financial Advisors’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 | $4.49M | Buy |
|
|||||
|
2025
Q2 | $1.93M | Buy |
|
|||||
|
2025
Q1 | $1.72M | Sell |
|
|||||
|
2024
Q4 | $1.95M | Buy |
|
|||||
|
2024
Q3 | $1.85M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.65M | Sell |
|
|||||
|
2023
Q4 | $1.52M | Buy |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.19M | Buy |
|
|||||
|
2023
Q1 | $1.1M | Buy |
|
|||||
|
2022
Q4 | $1.01M | Buy |
|
|||||
|
2022
Q3 | $904K | Buy |
|
|||||
|
2022
Q2 | $819K | Buy |
|
|||||
|
2022
Q1 | $986K | Sell |
|
|||||
|
2021
Q4 | $1.28M | Buy |
|
|||||
|
2021
Q3 | $993K | Buy |
|
|||||
|
2021
Q2 | $423K | Buy |
|
|||||
|
2021
Q1 | $391K | Buy |
|
|||||
|
2020
Q4 | $241K | Buy |
|