CWM
Cadence 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 | $602K | Buy |
4,456
+577
| +15% | +$77.9K | 0.4% | 35 |
|
|
2025
Q1 | $473K | Buy |
3,879
+296
| +8% | +$36.1K | 0.35% | 34 |
|
|
2024
Q4 | $461K | Buy |
3,583
+774
| +28% | +$99.6K | 0.31% | 33 |
|
|
2024
Q3 | $353K | Buy |
2,809
+340
| +14% | +$42.7K | 0.29% | 31 |
|
|
2024
Q2 | $293K | Buy |
2,469
+569
| +30% | +$67.6K | 0.21% | 38 |
|
|
2024
Q1 | $219K | Buy |
+1,900
| New | +$219K | 0.23% | 34 |
|