BTWM
Baker Tilly 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 | $1.96M | Hold |
14,519
| – | – | 0.7% | 28 |
|
|
2025
Q1 | $1.77M | Sell |
14,519
-759
| -5% | -$92.6K | 0.69% | 24 |
|
|
2024
Q4 | $1.97M | Buy |
15,278
+13,384
| +707% | +$1.72M | 0.77% | 26 |
|
|
2024
Q3 | $238K | Sell |
1,894
-75
| -4% | -$9.42K | 0.11% | 211 |
|
|
2024
Q2 | $234K | Sell |
1,969
-5
| -0.3% | -$594 | 0.1% | 238 |
|
|
2024
Q1 | $228K | Sell |
1,974
-2,000
| -50% | -$231K | 0.04% | 391 |
|
|
2023
Q4 | $418K | Buy |
3,974
+69
| +2% | +$7.26K | 0.07% | 324 |
|
|
2023
Q3 | $368K | Hold |
3,905
| – | – | 0.06% | 328 |
|
|
2023
Q2 | $382K | Sell |
3,905
-240
| -6% | -$23.5K | 0.04% | 404 |
|
|
2023
Q1 | $375K | Sell |
4,145
-651
| -14% | -$58.9K | 0.04% | 403 |
|
|
2022
Q4 | $407K | Buy |
4,796
+941
| +24% | +$79.8K | 0.05% | 375 |
|
|
2022
Q3 | $307K | Hold |
3,855
| – | – | 0.04% | 404 |
|
|
2022
Q2 | $323K | Hold |
3,855
| – | – | 0.04% | 403 |
|
|
2022
Q1 | $389K | Buy |
3,855
+155
| +4% | +$15.6K | 0.04% | 392 |
|
|
2021
Q4 | $396K | Hold |
3,700
| – | – | 0.04% | 396 |
|
|
2021
Q3 | $364K | Hold |
3,700
| – | – | 0.05% | 382 |
|
|
2021
Q2 | $365K | Buy |
3,700
+510
| +16% | +$50.3K | 0.06% | 354 |
|
|
2021
Q1 | $292K | Hold |
3,190
| – | – | 0.06% | 364 |
|
|
2020
Q4 | $275K | Buy |
+3,190
| New | +$275K | 0.08% | 257 |
|