CMBA
C.M. Bidwell & Associates’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
Q1 | $527K | Hold |
4,318
| – | – | 0.32% | 61 |
|
|
2024
Q4 | $555K | Hold |
4,318
| – | – | 0.34% | 58 |
|
|
2024
Q3 | $542K | Hold |
4,318
| – | – | 0.33% | 57 |
|
|
2024
Q2 | $513K | Hold |
4,318
| – | – | 0.34% | 54 |
|
|
2024
Q1 | $498K | Hold |
4,318
| – | – | 0.34% | 54 |
|
|
2023
Q4 | $454K | Hold |
4,318
| – | – | 0.34% | 54 |
|
|
2023
Q3 | $407K | Hold |
4,318
| – | – | 0.31% | 54 |
|
|
2023
Q2 | $422K | Hold |
4,318
| – | – | 0.31% | 56 |
|
|
2023
Q1 | $391K | Hold |
4,318
| – | – | 0.3% | 55 |
|
|
2022
Q4 | $366K | Buy |
4,318
+2,765
| +178% | +$234K | 0.29% | 57 |
|
|
2022
Q3 | $124K | Sell |
1,553
-2,926
| -65% | -$234K | 0.1% | 178 |
|
|
2022
Q2 | $375K | Buy |
4,479
+123
| +3% | +$10.3K | 0.3% | 53 |
|
|
2022
Q1 | $440K | Hold |
4,356
| – | – | 0.29% | 55 |
|
|
2021
Q4 | $466K | Buy |
4,356
+3,044
| +232% | +$326K | 0.29% | 56 |
|
|
2021
Q3 | $129K | Hold |
1,312
| – | – | 0.09% | 222 |
|
|
2021
Q2 | $130K | Hold |
1,312
| – | – | 0.09% | 224 |
|
|
2021
Q1 | $120K | Hold |
1,312
| – | – | 0.09% | 216 |
|
|
2020
Q4 | $113K | Hold |
1,312
| – | – | 0.09% | 212 |
|
|
2020
Q3 | $99K | Hold |
1,312
| – | – | 0.09% | 216 |
|
|
2020
Q2 | $91K | Hold |
1,312
| – | – | 0.08% | 220 |
|
|
2020
Q1 | $75K | Buy |
1,312
+608
| +86% | +$34.8K | 0.08% | 188 |
|
|
2019
Q4 | $51K | Hold |
704
| – | – | 0.05% | 231 |
|
|
2019
Q3 | $47K | Hold |
704
| – | – | 0.05% | 255 |
|
|
2019
Q2 | $47K | Hold |
704
| – | – | 0.05% | 245 |
|
|
2019
Q1 | $45K | Buy |
+704
| New | +$45K | 0.04% | 250 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$122K | – | 411 |
|
|
2017
Q4 | $122K | Buy |
+2,000
| New | +$122K | 0.11% | 195 |
|