BA
Bellwether Advisors’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 | $195K | Sell |
1,444
-16
| -1% | -$2.16K | 0.03% | 127 |
|
|
2025
Q1 | $178K | Sell |
1,460
-337
| -19% | -$41.1K | 0.04% | 134 |
|
|
2024
Q4 | $231K | Sell |
1,797
-77
| -4% | -$9.9K | 0.04% | 122 |
|
|
2024
Q3 | $235K | Sell |
1,874
-347
| -16% | -$43.6K | 0.05% | 109 |
|
|
2024
Q2 | $264K | Buy |
2,221
+186
| +9% | +$22.1K | 0.06% | 103 |
|
|
2024
Q1 | $235K | Sell |
2,035
-65
| -3% | -$7.5K | 0.05% | 112 |
|
|
2023
Q4 | $221K | Buy |
+2,100
| New | +$221K | 0.05% | 108 |
|
|
2023
Q3 | – | Sell |
-2,100
| Closed | -$205K | – | 114 |
|
|
2023
Q2 | $205K | Sell |
2,100
-82
| -4% | -$8.02K | 0.06% | 86 |
|
|
2023
Q1 | $198K | Sell |
2,182
-849
| -28% | -$76.9K | 0.05% | 123 |
|
|
2022
Q4 | $257K | Sell |
3,031
-614
| -17% | -$52.1K | 0.07% | 110 |
|
|
2022
Q3 | $289K | Sell |
3,645
-685
| -16% | -$54.3K | 0.1% | 92 |
|
|
2022
Q2 | $362K | Sell |
4,330
-708
| -14% | -$59.2K | 0.12% | 93 |
|
|
2022
Q1 | $508K | Sell |
5,038
-55
| -1% | -$5.55K | 0.15% | 101 |
|
|
2021
Q4 | $544K | Sell |
5,093
-990
| -16% | -$106K | 0.17% | 86 |
|
|
2021
Q3 | $598K | Buy |
6,083
+4
| +0.1% | +$393 | 0.2% | 84 |
|
|
2021
Q2 | $600K | Sell |
6,079
-823
| -12% | -$81.2K | 0.21% | 88 |
|
|
2021
Q1 | $632K | Sell |
6,902
-3,628
| -34% | -$332K | 0.25% | 66 |
|
|
2020
Q4 | $907K | Buy |
+10,530
| New | +$907K | 0.4% | 49 |
|