DWM
Defined 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 | $245K | Hold |
1,817
| – | – | 0.15% | 103 |
|
|
2025
Q1 | $222K | Hold |
1,817
| – | – | 0.15% | 102 |
|
|
2024
Q4 | $234K | Hold |
1,817
| – | – | 0.15% | 102 |
|
|
2024
Q3 | $228K | Hold |
1,817
| – | – | 0.15% | 103 |
|
|
2024
Q2 | $216K | Hold |
1,817
| – | – | 0.15% | 104 |
|
|
2024
Q1 | $210K | Buy |
+1,817
| New | +$210K | 0.15% | 103 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$2K | – | 146 |
|
|
2020
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 208 |
|