Weatherly Asset 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 | $22.8M | Sell |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $17.4M | Buy |
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|
2023
Q4 | $15.8M | Buy |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $14.6M | Sell |
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|
2023
Q1 | $13.5M | Sell |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $10.7M | Buy |
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|
2020
Q3 | $9.02M | Sell |
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|
2020
Q2 | $8.57M | Sell |
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|
2020
Q1 | $7.17M | Buy |
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|
2019
Q4 | $8.56M | Buy |
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|
2019
Q3 | $7.31M | Sell |
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|
2019
Q2 | $7.62M | Buy |
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|
2019
Q1 | $7.34M | Buy |
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|
2018
Q4 | $5.73M | Buy |
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|
2018
Q3 | $6.39M | Buy |
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|
2018
Q2 | $5.3M | Buy |
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|
2018
Q1 | $4.58M | Buy |
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|
2017
Q4 | $4.48M | Buy |
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|
2017
Q3 | $3.79M | Buy |
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|
2017
Q2 | $3.28M | Buy |
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|
2017
Q1 | $3.02M | Buy |
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|
2016
Q4 | $2.25M | Buy |
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|
2016
Q3 | $2.02M | Buy |
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|
2016
Q2 | $1.77M | Buy |
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|
2016
Q1 | $1.61M | Sell |
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|
2015
Q4 | $1.63M | Buy |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | $1.39M | Buy |
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|
2015
Q1 | $1.22M | Buy |
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|
2014
Q4 | $1.13M | Buy |
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|
2014
Q3 | $893K | Buy |
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|
2014
Q2 | $783K | Buy |
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