BWM
BlackDiamond 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 | $4.89M | Sell |
36,192
-3,174
| -8% | -$428K | 2.82% | 5 |
|
|
2025
Q1 | $4.86M | Buy |
39,366
+1,970
| +5% | +$243K | 3.28% | 5 |
|
|
2024
Q4 | $4.81M | Sell |
37,396
-290
| -0.8% | -$37.3K | 2.78% | 5 |
|
|
2024
Q3 | $4.96M | Sell |
37,686
-1,368
| -4% | -$180K | 3% | 4 |
|
|
2024
Q2 | $4.54M | Buy |
39,054
+1,552
| +4% | +$180K | 2.99% | 3 |
|
|
2024
Q1 | $4.32M | Sell |
37,502
-9,183
| -20% | -$1.06M | 3.08% | 3 |
|
|
2023
Q4 | $5.05M | Sell |
46,685
-4,954
| -10% | -$536K | 3.71% | 3 |
|
|
2023
Q3 | $4.7M | Buy |
51,639
+4,544
| +10% | +$414K | 4.25% | 3 |
|
|
2023
Q2 | $4.74M | Buy |
47,095
+1,247
| +3% | +$126K | 4.01% | 4 |
|
|
2023
Q1 | $4.1M | Sell |
45,848
-4,293
| -9% | -$384K | 4.2% | 6 |
|
|
2022
Q4 | $4.35M | Sell |
50,141
-908
| -2% | -$78.8K | 4.93% | 4 |
|
|
2022
Q3 | $4.36M | Buy |
51,049
+5,345
| +12% | +$457K | 5.25% | 4 |
|
|
2022
Q2 | $4.02M | Buy |
45,704
+503
| +1% | +$44.2K | 5.01% | 2 |
|
|
2022
Q1 | $4.56M | Sell |
45,201
-1,224
| -3% | -$124K | 5.45% | 1 |
|
|
2021
Q4 | $4.97M | Buy |
+46,425
| New | +$4.97M | 5.7% | 1 |
|