WealthShield Partners’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
Q2 | $1.38M | Buy |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $7.18M | Sell |
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|
2021
Q1 | $6.86M | Buy |
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|
2020
Q4 | $5.74M | Buy |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $2.14M | Sell |
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|
2019
Q4 | $2.95M | Sell |
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|
2019
Q3 | $3.05M | Buy |
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|
2019
Q2 | $2.57M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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