CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.44M | Hold |
11,192
| – | – | 0.53% | 36 |
|
|
2024
Q3 | $1.41M | Sell |
11,192
-40
| -0.4% | -$5.03K | 0.51% | 38 |
|
|
2024
Q2 | $1.33M | Hold |
11,232
| – | – | 0.54% | 38 |
|
|
2024
Q1 | $1.3M | Hold |
11,232
| – | – | 0.58% | 37 |
|
|
2023
Q4 | $1.18M | Hold |
11,232
| – | – | 0.59% | 35 |
|
|
2023
Q3 | $1.06M | Sell |
11,232
-985
| -8% | -$92.8K | 0.59% | 39 |
|
|
2023
Q2 | $1.2M | Hold |
12,217
| – | – | 0.65% | 35 |
|
|
2023
Q1 | $1.11M | Sell |
12,217
-263
| -2% | -$23.8K | 0.52% | 39 |
|
|
2022
Q4 | $1.06M | Sell |
12,480
-173
| -1% | -$14.7K | 0.65% | 35 |
|
|
2022
Q3 | $1.01M | Buy |
12,653
+210
| +2% | +$16.7K | 0.58% | 38 |
|
|
2022
Q2 | $1.04M | Hold |
12,443
| – | – | 0.55% | 36 |
|
|
2022
Q1 | $1.26M | Hold |
12,443
| – | – | 0.61% | 32 |
|
|
2021
Q4 | $1.33M | Buy |
+12,443
| New | +$1.33M | 0.8% | 27 |
|