WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $177K | Buy |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $130K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $152K | Buy |
|