DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.75M | Buy |
16,664
+14,893
| +841% | +$1.57M | 1% | 25 |
|
|
2023
Q3 | $167K | Buy |
1,771
+720
| +69% | +$67.8K | 0.11% | 90 |
|
|
2023
Q2 | $103K | Hold |
1,051
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $95.2K | Hold |
1,051
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $89.1K | Sell |
1,051
-1,180
| -53% | -$100K | 0.06% | 112 |
|
|
2022
Q3 | $177K | Sell |
2,231
-955
| -30% | -$75.8K | 0.13% | 85 |
|
|
2022
Q2 | $267K | Sell |
3,186
-7,127
| -69% | -$597K | 0.18% | 73 |
|
|
2022
Q1 | $1.04M | Buy |
10,313
+38
| +0.4% | +$3.84K | 0.63% | 41 |
|
|
2021
Q4 | $1.1M | Buy |
10,275
+246
| +2% | +$26.3K | 0.65% | 45 |
|
|
2021
Q3 | $987K | Buy |
10,029
+82
| +0.8% | +$8.07K | 0.64% | 43 |
|
|
2021
Q2 | $982K | Buy |
9,947
+76
| +0.8% | +$7.5K | 0.63% | 43 |
|
|
2021
Q1 | $904K | Buy |
9,871
+3,289
| +50% | +$301K | 0.62% | 42 |
|
|
2020
Q4 | $567K | Buy |
+6,582
| New | +$567K | 0.42% | 51 |
|