BOPW
Brandywine Oak Private Wealth’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 | $835K | Buy |
6,182
+147
| +2% | +$19.8K | 0.08% | 113 |
|
|
2025
Q1 | $736K | Buy |
6,035
+470
| +8% | +$57.3K | 0.07% | 120 |
|
|
2024
Q4 | $716K | Sell |
5,565
-128
| -2% | -$16.5K | 0.07% | 123 |
|
|
2024
Q3 | $715K | Buy |
5,693
+27
| +0.5% | +$3.39K | 0.07% | 122 |
|
|
2024
Q2 | $673K | Sell |
5,666
-715
| -11% | -$84.9K | 0.07% | 119 |
|
|
2024
Q1 | $736K | Sell |
6,381
-260
| -4% | -$30K | 0.08% | 117 |
|
|
2023
Q4 | $699K | Buy |
6,641
+127
| +2% | +$13.4K | 0.08% | 117 |
|
|
2023
Q3 | $614K | Sell |
6,514
-1,454
| -18% | -$137K | 0.07% | 124 |
|
|
2023
Q2 | $780K | Buy |
7,968
+791
| +11% | +$77.4K | 0.09% | 116 |
|
|
2023
Q1 | $650K | Buy |
7,177
+950
| +15% | +$86K | 0.08% | 131 |
|
|
2022
Q4 | $528K | Buy |
6,227
+875
| +16% | +$74.2K | 0.07% | 150 |
|
|
2022
Q3 | $425K | Sell |
5,352
-4
| -0.1% | -$318 | 0.06% | 172 |
|
|
2022
Q2 | $448K | Buy |
5,356
+2,549
| +91% | +$213K | 0.06% | 186 |
|
|
2022
Q1 | $283K | Buy |
2,807
+647
| +30% | +$65.2K | 0.03% | 268 |
|
|
2021
Q4 | $215K | Buy |
+2,160
| New | +$215K | 0.02% | 330 |
|