AWA
Amplius 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 | $8.75M | Buy |
64,771
+3,573
| +6% | +$482K | 0.81% | 27 |
|
|
2025
Q1 | $7.47M | Buy |
61,198
+1,113
| +2% | +$136K | 0.78% | 28 |
|
|
2024
Q4 | $7.73M | Buy |
60,085
+371
| +0.6% | +$47.7K | 0.79% | 29 |
|
|
2024
Q3 | $7.5M | Sell |
59,714
-3,169
| -5% | -$398K | 0.82% | 30 |
|
|
2024
Q2 | $7.47M | Buy |
62,883
+7,272
| +13% | +$864K | 0.83% | 29 |
|
|
2024
Q1 | $6.41M | Sell |
55,611
-5,113
| -8% | -$590K | 0.72% | 30 |
|
|
2023
Q4 | $6.39M | Sell |
60,724
-2,297
| -4% | -$242K | 0.77% | 30 |
|
|
2023
Q3 | $5.94M | Sell |
63,021
-522
| -0.8% | -$49.2K | 0.8% | 28 |
|
|
2023
Q2 | $6.22M | Buy |
63,543
+2,837
| +5% | +$278K | 0.84% | 27 |
|
|
2023
Q1 | $5.5M | Buy |
60,706
+626
| +1% | +$56.7K | 0.79% | 25 |
|
|
2022
Q4 | $5.09M | Buy |
60,080
+10,077
| +20% | +$855K | 0.81% | 27 |
|
|
2022
Q3 | $3.98M | Buy |
50,003
+5,467
| +12% | +$435K | 0.71% | 30 |
|
|
2022
Q2 | $3.73M | Sell |
44,536
-5,599
| -11% | -$469K | 0.6% | 34 |
|
|
2022
Q1 | $5.06M | Sell |
50,135
-4,691
| -9% | -$473K | 0.78% | 28 |
|
|
2021
Q4 | $5.87M | Buy |
+54,826
| New | +$5.87M | 0.81% | 28 |
|