AWM
Abound 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 | $4.94M | Buy |
36,587
+17,926
| +96% | +$2.42M | 1.4% | 15 |
|
|
2025
Q1 | $2.28M | Buy |
18,661
+28
| +0.2% | +$3.42K | 0.76% | 19 |
|
|
2024
Q4 | $2.4M | Buy |
18,633
+5,482
| +42% | +$705K | 0.77% | 19 |
|
|
2024
Q3 | $1.65M | Sell |
13,151
-151
| -1% | -$19K | 0.55% | 24 |
|
|
2024
Q2 | $1.58M | Sell |
13,302
-85
| -0.6% | -$10.1K | 0.58% | 22 |
|
|
2024
Q1 | $1.54M | Buy |
13,387
+95
| +0.7% | +$11K | 0.59% | 22 |
|
|
2023
Q4 | $1.4M | Buy |
13,292
+1,571
| +13% | +$165K | 0.56% | 22 |
|
|
2023
Q3 | $1.1M | Hold |
11,721
| – | – | 0.47% | 24 |
|
|
2023
Q2 | $1.15M | Sell |
11,721
-29
| -0.2% | -$2.84K | 0.48% | 23 |
|
|
2023
Q1 | $1.06M | Buy |
11,750
+304
| +3% | +$27.5K | 0.48% | 27 |
|
|
2022
Q4 | $971K | Sell |
11,446
-17,575
| -61% | -$1.49M | 0.48% | 25 |
|
|
2022
Q3 | $2.31M | Sell |
29,021
-12,690
| -30% | -$1.01M | 1.25% | 17 |
|
|
2022
Q2 | $3.49M | Buy |
41,711
+32,838
| +370% | +$2.75M | 1.95% | 12 |
|
|
2022
Q1 | $896K | Buy |
8,873
+8,452
| +2,008% | +$853K | 0.65% | 23 |
|
|
2021
Q4 | $45K | Buy |
+421
| New | +$45K | 0.04% | 68 |
|