WJ Wealth 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
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.62M | Buy |
|
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $1.28M | Hold |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $889K | Sell |
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|
2021
Q4 | $978K | Sell |
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|
2021
Q3 | $912K | Sell |
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|
2021
Q2 | $919K | Sell |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $839K | Sell |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $936K | Sell |
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|
2019
Q4 | $1.42M | Buy |
|