AWM
Apollon 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 | $4.15M | Sell |
30,708
-197
| -0.6% | -$26.6K | 0.08% | 212 |
|
|
2025
Q1 | $3.77M | Sell |
30,905
-763
| -2% | -$93.1K | 0.08% | 218 |
|
|
2024
Q4 | $4.07M | Buy |
31,668
+11,481
| +57% | +$1.48M | 0.09% | 191 |
|
|
2024
Q3 | $2.54M | Sell |
20,187
-2,597
| -11% | -$326K | 0.07% | 249 |
|
|
2024
Q2 | $2.71M | Sell |
22,784
-2,294
| -9% | -$272K | 0.08% | 222 |
|
|
2024
Q1 | $2.89M | Sell |
25,078
-29,089
| -54% | -$3.35M | 0.09% | 204 |
|
|
2023
Q4 | $5.7M | Buy |
54,167
+41,485
| +327% | +$4.37M | 0.2% | 93 |
|
|
2023
Q3 | $1.19M | Sell |
12,682
-15,622
| -55% | -$1.47M | 0.06% | 317 |
|
|
2023
Q2 | $2.77M | Sell |
28,304
-2,376
| -8% | -$232K | 0.13% | 163 |
|
|
2023
Q1 | $2.78M | Buy |
30,680
+17,201
| +128% | +$1.56M | 0.17% | 127 |
|
|
2022
Q4 | $1.14M | Buy |
13,479
+2,079
| +18% | +$176K | 0.08% | 265 |
|
|
2022
Q3 | $907K | Buy |
11,400
+529
| +5% | +$42.1K | 0.07% | 278 |
|
|
2022
Q2 | $911K | Sell |
10,871
-1,347
| -11% | -$113K | 0.08% | 286 |
|
|
2022
Q1 | $1.23M | Buy |
12,218
+4,703
| +63% | +$475K | 0.09% | 239 |
|
|
2021
Q4 | $804K | Buy |
7,515
+1,087
| +17% | +$116K | 0.06% | 346 |
|
|
2021
Q3 | $632K | Buy |
+6,428
| New | +$632K | 0.09% | 223 |
|
|
2021
Q2 | – | Sell |
-2,864
| Closed | -$262K | – | 371 |
|
|
2021
Q1 | $262K | Sell |
2,864
-5,019
| -64% | -$459K | 0.05% | 289 |
|
|
2020
Q4 | $680K | Buy |
+7,883
| New | +$680K | 0.18% | 106 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | – | – | 413 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 747 |
|