Core Wealth Advisors’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
Q2 | – | Sell |
-175
| Closed | -$20.2K | – | 140 |
|
|
2024
Q1 | $20.2K | Hold |
175
| – | – | 0.01% | 147 |
|
|
2023
Q4 | $18.4K | Hold |
175
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $16.5K | Hold |
175
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $17.1K | Hold |
175
| – | – | 0.01% | 124 |
|
|
2023
Q1 | $15.8K | Hold |
175
| – | – | 0.01% | 125 |
|
|
2022
Q4 | $14.8K | Hold |
175
| – | – | 0.01% | 136 |
|
|
2022
Q3 | $14K | Hold |
175
| – | – | 0.01% | 122 |
|
|
2022
Q2 | $15K | Buy |
+175
| New | +$15K | 0.01% | 121 |
|