CWA
Centennial Wealth Advisory’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 | $2.6M | Buy |
+19,514
| New | +$2.6M | 0.83% | 24 |
|
|
2022
Q4 | – | Sell |
-22,283
| Closed | -$1.77M | – | 122 |
|
|
2022
Q3 | $1.77M | Sell |
22,283
-141,460
| -86% | -$11.2M | 1.04% | 23 |
|
|
2022
Q2 | $13.7M | Buy |
+163,743
| New | +$13.7M | 7.69% | 1 |
|
|
2022
Q1 | – | Sell |
-67,605
| Closed | -$7.23M | – | 109 |
|
|
2021
Q4 | $7.23M | Buy |
+67,605
| New | +$7.23M | 4.09% | 6 |
|