Wellspring 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
Q2 | $454K | Sell |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $1.05M | Buy |
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