CWS
Confluence Wealth Services’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 | $336K | Hold |
2,489
| – | – | 0.02% | 295 |
|
|
2025
Q1 | $291K | Buy |
2,489
+3
| +0.1% | +$350 | 0.02% | 289 |
|
|
2024
Q4 | $334K | Sell |
2,486
-79
| -3% | -$10.6K | 0.02% | 264 |
|
|
2024
Q3 | $322K | Sell |
2,565
-517
| -17% | -$64.9K | 0.02% | 269 |
|
|
2024
Q2 | $366K | Buy |
3,082
+747
| +32% | +$88.7K | 0.03% | 267 |
|
|
2024
Q1 | $269K | Buy |
+2,335
| New | +$269K | 0.02% | 287 |
|