Axxcess 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 | $1.99M | Buy |
14,735
+2,616
| +22% | +$353K | 0.05% | 296 |
|
|
2025
Q1 | $1.48M | Sell |
12,119
-2,738
| -18% | -$334K | 0.04% | 311 |
|
|
2024
Q4 | $1.91M | Buy |
14,857
+68
| +0.5% | +$8.75K | 0.05% | 283 |
|
|
2024
Q3 | $1.86M | Buy |
14,789
+876
| +6% | +$110K | 0.05% | 280 |
|
|
2024
Q2 | $1.65M | Buy |
13,913
+754
| +6% | +$89.6K | 0.04% | 283 |
|
|
2024
Q1 | $1.52M | Buy |
13,159
+926
| +8% | +$107K | 0.04% | 297 |
|
|
2023
Q4 | $1.29M | Sell |
12,233
-1,867
| -13% | -$196K | 0.04% | 312 |
|
|
2023
Q3 | $1.33M | Buy |
14,100
+3,352
| +31% | +$316K | 0.05% | 264 |
|
|
2023
Q2 | $1.05M | Buy |
10,748
+171
| +2% | +$16.7K | 0.08% | 217 |
|
|
2023
Q1 | $958K | Buy |
10,577
+2,842
| +37% | +$257K | 0.07% | 235 |
|
|
2022
Q4 | $656K | Buy |
7,735
+22
| +0.3% | +$1.87K | 0.05% | 303 |
|
|
2022
Q3 | $613K | Sell |
7,713
-3,693
| -32% | -$294K | 0.06% | 269 |
|
|
2022
Q2 | $956K | Buy |
11,406
+2,418
| +27% | +$203K | 0.09% | 190 |
|
|
2022
Q1 | $907K | Buy |
8,988
+1,898
| +27% | +$192K | 0.07% | 234 |
|
|
2021
Q4 | $758K | Buy |
+7,090
| New | +$758K | 0.06% | 268 |
|