4WM
4J Wealth Management’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 | $258K | Sell |
1,909
-288
| -13% | -$38.9K | 0.17% | 84 |
|
|
2025
Q1 | $268K | Sell |
2,197
-28
| -1% | -$3.42K | 0.21% | 75 |
|
|
2024
Q4 | $286K | Hold |
2,225
| – | – | 0.23% | 69 |
|
|
2024
Q3 | $280K | Hold |
2,225
| – | – | 0.22% | 71 |
|
|
2024
Q2 | $264K | Hold |
2,225
| – | – | 0.22% | 73 |
|
|
2024
Q1 | $257K | Sell |
2,225
-1
| -0% | -$115 | 0.22% | 78 |
|
|
2023
Q4 | $234K | Sell |
2,226
-110
| -5% | -$11.6K | 0.21% | 77 |
|
|
2023
Q3 | $220K | Sell |
2,336
-50
| -2% | -$4.71K | 0.22% | 79 |
|
|
2023
Q2 | $233K | Hold |
2,386
| – | – | 0.23% | 76 |
|
|
2023
Q1 | $216K | Sell |
2,386
-283
| -11% | -$25.6K | 0.23% | 74 |
|
|
2022
Q4 | $226K | Sell |
2,669
-24
| -0.9% | -$2.04K | 0.26% | 70 |
|
|
2022
Q3 | $214K | Buy |
2,693
+70
| +3% | +$5.56K | 0.27% | 65 |
|
|
2022
Q2 | $220K | Sell |
2,623
-1
| -0% | -$84 | 0.28% | 59 |
|
|
2022
Q1 | $265K | Hold |
2,624
| – | – | 0.23% | 59 |
|
|
2021
Q4 | $281K | Sell |
2,624
-155
| -6% | -$16.6K | 0.24% | 61 |
|
|
2021
Q3 | $273K | Hold |
2,779
| – | – | 0.24% | 64 |
|
|
2021
Q2 | $274K | Hold |
2,779
| – | – | 0.24% | 64 |
|
|
2021
Q1 | $255K | Sell |
2,779
-306
| -10% | -$28.1K | 0.24% | 67 |
|
|
2020
Q4 | $265K | Buy |
+3,085
| New | +$265K | 0.26% | 63 |
|