WFA of San Diego’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 | $253K | Buy |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $334K | Buy |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $654K | Hold |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $807K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $86 | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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