AWM
Atticus 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 | $337K | Buy |
2,494
+4
| +0.2% | +$540 | 0.09% | 118 |
|
|
2025
Q1 | $304K | Buy |
2,490
+4
| +0.2% | +$488 | 0.1% | 98 |
|
|
2024
Q4 | $320K | Sell |
2,486
-155
| -6% | -$19.9K | 0.1% | 92 |
|
|
2024
Q3 | $332K | Buy |
2,641
+246
| +10% | +$30.9K | 0.11% | 89 |
|
|
2024
Q2 | $285K | Buy |
2,395
+3
| +0.1% | +$356 | 0.09% | 93 |
|
|
2024
Q1 | $276K | Buy |
2,392
+13
| +0.5% | +$1.5K | 0.09% | 103 |
|
|
2023
Q4 | $250K | Buy |
2,379
+11
| +0.5% | +$1.16K | 0.09% | 111 |
|
|
2023
Q3 | $223K | Buy |
2,368
+170
| +8% | +$16K | 0.09% | 119 |
|
|
2023
Q2 | $215K | Buy |
2,198
+178
| +9% | +$17.4K | 0.08% | 124 |
|
|
2023
Q1 | $183K | Sell |
2,020
-1,647
| -45% | -$149K | 0.07% | 136 |
|
|
2022
Q4 | $311K | Buy |
3,667
+611
| +20% | +$51.8K | 0.13% | 100 |
|
|
2022
Q3 | $256K | Hold |
3,056
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $256K | Buy |
3,056
+176
| +6% | +$14.7K | 0.11% | 116 |
|
|
2022
Q1 | $291K | Buy |
2,880
+1,830
| +174% | +$185K | 0.11% | 118 |
|
|
2021
Q4 | $112K | Buy |
1,050
+7
| +0.7% | +$747 | 0.04% | 162 |
|
|
2021
Q3 | $103K | Hold |
1,043
| – | – | 0.05% | 165 |
|
|
2021
Q2 | $103K | Buy |
1,043
+6
| +0.6% | +$593 | 0.04% | 163 |
|
|
2021
Q1 | $95K | Hold |
1,037
| – | – | 0.05% | 162 |
|
|
2020
Q4 | $89K | Buy |
1,037
+4
| +0.4% | +$343 | 0.04% | 161 |
|
|
2020
Q3 | $78K | Buy |
1,033
+5
| +0.5% | +$378 | 0.05% | 151 |
|
|
2020
Q2 | $71K | Buy |
1,028
+9
| +0.9% | +$622 | 0.05% | 147 |
|
|
2020
Q1 | $58K | Hold |
1,019
| – | – | 0.05% | 165 |
|
|
2019
Q4 | $74K | Buy |
+1,019
| New | +$74K | 0.05% | 153 |
|