1WA
180 Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
2,565
-113
| -4% | -$15.3K | 0.05% | 308 |
|
|
2025
Q1 | $327K | Sell |
2,678
-154
| -5% | -$18.8K | 0.05% | 304 |
|
|
2024
Q4 | $364K | Buy |
2,832
+72
| +3% | +$9.26K | 0.06% | 284 |
|
|
2024
Q3 | $347K | Sell |
2,760
-115
| -4% | -$14.4K | 0.05% | 306 |
|
|
2024
Q2 | $349K | Sell |
2,875
-44
| -2% | -$5.35K | 0.06% | 293 |
|
|
2024
Q1 | $337K | Sell |
2,919
-39
| -1% | -$4.5K | 0.06% | 272 |
|
|
2023
Q4 | $309K | Buy |
2,958
+52
| +2% | +$5.44K | 0.06% | 273 |
|
|
2023
Q3 | $274K | Sell |
2,906
-100
| -3% | -$9.42K | 0.06% | 275 |
|
|
2023
Q2 | $295K | Hold |
3,006
| – | – | 0.06% | 262 |
|
|
2023
Q1 | $272K | Sell |
3,006
-30
| -1% | -$2.72K | 0.06% | 279 |
|
|
2022
Q4 | $274K | Buy |
3,036
+65
| +2% | +$5.86K | 0.06% | 282 |
|
|
2022
Q3 | $236K | Sell |
2,971
-65
| -2% | -$5.16K | 0.07% | 292 |
|
|
2022
Q2 | $257K | Sell |
3,036
-22
| -0.7% | -$1.86K | 0.07% | 292 |
|
|
2022
Q1 | $304K | Sell |
3,058
-228
| -7% | -$22.7K | 0.07% | 275 |
|
|
2021
Q4 | $322K | Sell |
3,286
-135
| -4% | -$13.2K | 0.07% | 261 |
|
|
2021
Q3 | $350K | Sell |
3,421
-375
| -10% | -$38.4K | 0.08% | 255 |
|
|
2021
Q2 | $385K | Sell |
3,796
-309
| -8% | -$31.3K | 0.09% | 224 |
|
|
2021
Q1 | $391K | Sell |
4,105
-425
| -9% | -$40.5K | 0.1% | 201 |
|
|
2020
Q4 | $399K | Sell |
4,530
-526
| -10% | -$46.3K | 0.12% | 179 |
|
|
2020
Q3 | $393K | Sell |
5,056
-199
| -4% | -$15.5K | 0.15% | 146 |
|
|
2020
Q2 | $381K | Sell |
5,255
-13,019
| -71% | -$944K | 0.15% | 143 |
|
|
2020
Q1 | $1.02M | Sell |
18,274
-740
| -4% | -$41.2K | 0.53% | 50 |
|
|
2019
Q4 | $1.41M | Sell |
19,014
-3,100
| -14% | -$230K | 0.56% | 43 |
|
|
2019
Q3 | $1.48M | Sell |
22,114
-4,041
| -15% | -$271K | 0.65% | 33 |
|
|
2019
Q2 | $1.75M | Sell |
26,155
-2,062
| -7% | -$138K | 0.79% | 28 |
|
|
2019
Q1 | $1.85M | Sell |
28,217
-1,315
| -4% | -$86.4K | 0.84% | 25 |
|
|
2018
Q4 | $1.97M | Sell |
29,532
-759
| -3% | -$50.6K | 0.92% | 23 |
|
|
2018
Q3 | $2.02M | Sell |
30,291
-1,211
| -4% | -$80.7K | 0.93% | 22 |
|
|
2018
Q2 | $1.97M | Buy |
31,502
+7,732
| +33% | +$484K | 0.98% | 21 |
|
|
2018
Q1 | $1.44M | Buy |
23,770
+13,577
| +133% | +$820K | 0.75% | 36 |
|
|
2017
Q4 | $623K | Buy |
+10,193
| New | +$623K | 0.32% | 92 |
|