Worth Financial Advisory Group’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 | $275K | Hold |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $638K | Buy |
|