Watershed Private Wealth’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 | $901K | Sell |
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|
2025
Q2 | $836K | Sell |
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|
2025
Q1 | $855K | Sell |
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|
2024
Q4 | $901K | Sell |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $4.14M | Buy |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.27M | Buy |
|