BWM
BCS 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 | $884K | Sell |
6,546
-274
| -4% | -$37K | 0.19% | 104 |
|
|
2025
Q1 | $832K | Sell |
6,820
-158
| -2% | -$19.3K | 0.21% | 94 |
|
|
2024
Q4 | $898K | Buy |
+6,978
| New | +$898K | 0.22% | 91 |
|
|
2024
Q2 | – | Sell |
-6,885
| Closed | -$794K | – | 183 |
|
|
2024
Q1 | $794K | Buy |
6,885
+1,239
| +22% | +$143K | 0.25% | 89 |
|
|
2023
Q4 | $594K | Buy |
5,646
+1,008
| +22% | +$106K | 0.22% | 102 |
|
|
2023
Q3 | $437K | Buy |
+4,638
| New | +$437K | 0.18% | 118 |
|
|
2023
Q2 | – | Sell |
-4,267
| Closed | -$386K | – | 135 |
|
|
2023
Q1 | $386K | Buy |
4,267
+962
| +29% | +$87K | 0.17% | 104 |
|
|
2022
Q4 | $280K | Buy |
3,305
+350
| +12% | +$29.7K | 0.12% | 153 |
|
|
2022
Q3 | $235K | Buy |
2,955
+54
| +2% | +$4.29K | 0.11% | 156 |
|
|
2022
Q2 | $243K | Buy |
2,901
+576
| +25% | +$48.2K | 0.11% | 154 |
|
|
2022
Q1 | $235K | Hold |
2,325
| – | – | 0.1% | 168 |
|
|
2021
Q4 | $249K | Hold |
2,325
| – | – | 0.09% | 177 |
|
|
2021
Q3 | $229K | Hold |
2,325
| – | – | 0.1% | 157 |
|
|
2021
Q2 | $230K | Hold |
2,325
| – | – | 0.12% | 142 |
|
|
2021
Q1 | $213K | Hold |
2,325
| – | – | 0.1% | 149 |
|
|
2020
Q4 | $200K | Buy |
+2,325
| New | +$200K | 0.1% | 142 |
|