AWAG
ARS Wealth Advisors 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 | $597K | Sell |
4,424
-40
| -0.9% | -$5.4K | 0.07% | 97 |
|
|
2025
Q1 | $545K | Sell |
4,464
-417
| -9% | -$50.9K | 0.08% | 87 |
|
|
2024
Q4 | $628K | Sell |
4,881
-149
| -3% | -$19.2K | 0.09% | 84 |
|
|
2024
Q3 | $632K | Sell |
5,030
-796
| -14% | -$100K | 0.08% | 93 |
|
|
2024
Q2 | $692K | Buy |
5,826
+979
| +20% | +$116K | 0.09% | 81 |
|
|
2024
Q1 | $559K | Sell |
4,847
-168
| -3% | -$19.4K | 0.08% | 91 |
|
|
2023
Q4 | $528K | Sell |
5,015
-132
| -3% | -$13.9K | 0.08% | 91 |
|
|
2023
Q3 | $485K | Buy |
5,147
+1,337
| +35% | +$126K | 0.08% | 92 |
|
|
2023
Q2 | $373K | Sell |
3,810
-642
| -14% | -$62.8K | 0.06% | 101 |
|
|
2023
Q1 | $403K | Sell |
4,452
-874
| -16% | -$79.2K | 0.07% | 86 |
|
|
2022
Q4 | $452K | Sell |
5,326
-993
| -16% | -$84.2K | 0.07% | 92 |
|
|
2022
Q3 | $503K | Sell |
6,319
-73
| -1% | -$5.81K | 0.08% | 95 |
|
|
2022
Q2 | $536K | Buy |
6,392
+1
| +0% | +$84 | 0.07% | 102 |
|
|
2022
Q1 | $645K | Sell |
6,391
-204
| -3% | -$20.6K | 0.11% | 69 |
|
|
2021
Q4 | $705K | Buy |
6,595
+527
| +9% | +$56.3K | 0.12% | 70 |
|
|
2021
Q3 | $597K | Buy |
+6,068
| New | +$597K | 0.11% | 75 |
|