CCWM
Cassaday & Co 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 | $411K | Buy |
3,046
+1,001
| +49% | +$135K | 0.01% | 228 |
|
|
2025
Q1 | $250K | Buy |
2,045
+44
| +2% | +$5.37K | 0.01% | 283 |
|
|
2024
Q4 | $257K | Sell |
2,001
-215
| -10% | -$27.7K | 0.01% | 274 |
|
|
2024
Q3 | $278K | Buy |
2,216
+215
| +11% | +$27K | 0.01% | 257 |
|
|
2024
Q2 | $238K | Buy |
+2,001
| New | +$238K | 0.01% | 259 |
|