CWM
Certus 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 | $7.6M | Sell |
56,299
-1,447
| -3% | -$195K | 4.9% | 8 |
|
|
2025
Q1 | $7.36M | Sell |
57,746
-1,385
| -2% | -$177K | 5% | 8 |
|
|
2024
Q4 | $7.87M | Buy |
59,131
+2,097
| +4% | +$279K | 5.27% | 7 |
|
|
2024
Q3 | $7.16M | Sell |
57,034
-32,138
| -36% | -$4.04M | 4.99% | 8 |
|
|
2024
Q2 | $10.6M | Sell |
89,172
-5,531
| -6% | -$657K | 8.04% | 2 |
|
|
2024
Q1 | $10.7M | Sell |
94,703
-149
| -0.2% | -$16.8K | 8.48% | 2 |
|
|
2023
Q4 | $9.98M | Buy |
94,852
+7,507
| +9% | +$790K | 8.47% | 2 |
|
|
2023
Q3 | $8.23M | Sell |
87,345
-2,289
| -3% | -$216K | 7.87% | 3 |
|
|
2023
Q2 | $8.77M | Buy |
+89,634
| New | +$8.77M | 8.71% | 3 |
|