CTWM
Cherry Tree 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 | $2.26M | Buy |
16,759
+93
| +0.6% | +$12.6K | 0.53% | 46 |
|
|
2025
Q1 | $2.03M | Sell |
16,666
-185
| -1% | -$22.6K | 0.49% | 47 |
|
|
2024
Q4 | $2.17M | Sell |
16,851
-227
| -1% | -$29.2K | 0.54% | 43 |
|
|
2024
Q3 | $2.15M | Sell |
17,078
-183
| -1% | -$23K | 0.51% | 44 |
|
|
2024
Q2 | $2.05M | Buy |
17,261
+111
| +0.6% | +$13.2K | 0.52% | 44 |
|
|
2024
Q1 | $1.98M | Sell |
17,150
-32
| -0.2% | -$3.69K | 0.5% | 44 |
|
|
2023
Q4 | $1.81M | Sell |
17,182
-279
| -2% | -$29.4K | 0.48% | 44 |
|
|
2023
Q3 | $1.64M | Buy |
17,461
+927
| +6% | +$87.3K | 0.48% | 38 |
|
|
2023
Q2 | $1.62M | Buy |
+16,534
| New | +$1.62M | 0.47% | 38 |
|