AWMG
Alliance Wealth Management Group’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 | $2.99M | Buy |
22,148
+1,297
| +6% | +$175K | 0.76% | 32 |
|
2025
Q1 | $2.54M | Buy |
20,851
+987
| +5% | +$120K | 0.69% | 33 |
|
2024
Q4 | $2.55M | Sell |
19,864
-2,641
| -12% | -$340K | 0.68% | 34 |
|
2024
Q3 | $2.83M | Buy |
22,505
+1,543
| +7% | +$194K | 0.75% | 32 |
|
2024
Q2 | $2.49M | Buy |
20,962
+1,574
| +8% | +$187K | 0.71% | 34 |
|
2024
Q1 | $2.24M | Buy |
19,388
+659
| +4% | +$76K | 0.66% | 34 |
|
2023
Q4 | $1.97M | Buy |
+18,729
| New | +$1.97M | 0.62% | 35 |
|
2023
Q2 | $1.66M | Buy |
17,010
+2,927
| +21% | +$286K | 0.54% | 37 |
|
2023
Q1 | $1.28M | Buy |
14,083
+1,971
| +16% | +$178K | 0.43% | 37 |
|
2022
Q4 | $1.03M | Buy |
12,112
+925
| +8% | +$78.4K | 0.38% | 40 |
|
2022
Q3 | $890K | Sell |
11,187
-641
| -5% | -$51K | 0.35% | 41 |
|
2022
Q2 | $991K | Buy |
11,828
+2,676
| +29% | +$224K | 0.37% | 42 |
|
2022
Q1 | $924K | Buy |
9,152
+1,489
| +19% | +$150K | 0.3% | 42 |
|
2021
Q4 | $819K | Buy |
7,663
+343
| +5% | +$36.7K | 0.25% | 44 |
|
2021
Q3 | $721K | Buy |
7,320
+1,525
| +26% | +$150K | 0.23% | 45 |
|
2021
Q2 | $573K | Buy |
+5,795
| New | +$573K | 0.19% | 46 |
|