BWM
Birchcreek 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 | $295K | Buy |
2,184
+275
| +14% | +$37.1K | 0.17% | 90 |
|
|
2025
Q1 | $233K | Buy |
1,909
+125
| +7% | +$15.3K | 0.15% | 101 |
|
|
2024
Q4 | $229K | Sell |
1,784
-48
| -3% | -$6.18K | 0.14% | 105 |
|
|
2024
Q3 | $230K | Buy |
1,832
+19
| +1% | +$2.39K | 0.15% | 104 |
|
|
2024
Q2 | $215K | Sell |
1,813
-209
| -10% | -$24.8K | 0.12% | 137 |
|
|
2024
Q1 | $233K | Buy |
2,022
+41
| +2% | +$4.73K | 0.12% | 136 |
|
|
2023
Q4 | $208K | Sell |
1,981
-469
| -19% | -$49.4K | 0.12% | 130 |
|
|
2023
Q3 | $231K | Buy |
2,450
+54
| +2% | +$5.09K | 0.16% | 120 |
|
|
2023
Q2 | $234K | Sell |
2,396
-18
| -0.7% | -$1.76K | 0.16% | 117 |
|
|
2023
Q1 | $219K | Sell |
2,414
-572
| -19% | -$51.8K | 0.17% | 118 |
|
|
2022
Q4 | $253K | Sell |
2,986
-851
| -22% | -$72.2K | 0.23% | 107 |
|
|
2022
Q3 | $305K | Buy |
3,837
+682
| +22% | +$54.2K | 0.28% | 83 |
|
|
2022
Q2 | $264K | Sell |
3,155
-33
| -1% | -$2.76K | 0.24% | 94 |
|
|
2022
Q1 | $322K | Buy |
3,188
+377
| +13% | +$38.1K | 0.29% | 79 |
|
|
2021
Q4 | $301K | Buy |
2,811
+76
| +3% | +$8.14K | 0.26% | 87 |
|
|
2021
Q3 | $269K | Buy |
2,735
+87
| +3% | +$8.56K | 0.25% | 87 |
|
|
2021
Q2 | $262K | Buy |
2,648
+125
| +5% | +$12.4K | 0.25% | 91 |
|
|
2021
Q1 | $231K | Sell |
2,523
-248
| -9% | -$22.7K | 0.24% | 96 |
|
|
2020
Q4 | $238K | Buy |
+2,771
| New | +$238K | 0.23% | 85 |
|