DWM
Dopkins 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 | $4.79M | Buy |
35,500
+18,804
| +113% | +$2.54M | 2.15% | 13 |
|
|
2025
Q1 | $2.04M | Buy |
16,696
+980
| +6% | +$120K | 1.04% | 22 |
|
|
2024
Q4 | $2.02M | Buy |
15,716
+9,884
| +169% | +$1.27M | 1.03% | 20 |
|
|
2024
Q3 | $733K | Sell |
5,832
-9,645
| -62% | -$1.21M | 0.59% | 24 |
|
|
2024
Q2 | $1.84M | Buy |
15,477
+2,866
| +23% | +$340K | 1.12% | 16 |
|
|
2024
Q1 | $1.45M | Buy |
+12,611
| New | +$1.45M | 0.88% | 18 |
|
|
2023
Q4 | – | Sell |
-9,918
| Closed | -$934K | – | 52 |
|
|
2023
Q3 | $934K | Buy |
+9,918
| New | +$934K | 0.71% | 18 |
|