DWM
Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $601K | Buy |
7,559
+241
| +3% | +$19.2K | 0.05% | 122 |
|
|
2022
Q2 | $613K | Buy |
7,318
+576
| +9% | +$48.2K | 0.05% | 123 |
|
|
2022
Q1 | $681K | Buy |
6,742
+278
| +4% | +$28.1K | 0.05% | 138 |
|
|
2021
Q4 | $691K | Buy |
6,464
+35
| +0.5% | +$3.74K | 0.05% | 128 |
|
|
2021
Q3 | $632K | Buy |
6,429
+1,769
| +38% | +$174K | 0.05% | 128 |
|
|
2021
Q2 | $460K | Buy |
4,660
+319
| +7% | +$31.5K | 0.04% | 147 |
|
|
2021
Q1 | $398K | Sell |
4,341
-9
| -0.2% | -$825 | 0.04% | 156 |
|
|
2020
Q4 | $375K | Buy |
4,350
+7
| +0.2% | +$603 | 0.04% | 155 |
|
|
2020
Q3 | $328K | Sell |
4,343
-148
| -3% | -$11.2K | 0.04% | 145 |
|
|
2020
Q2 | $312K | Sell |
4,491
-1,198
| -21% | -$83.2K | 0.04% | 138 |
|
|
2020
Q1 | $325K | Buy |
5,689
+544
| +11% | +$31.1K | 0.05% | 129 |
|
|
2019
Q4 | $374K | Sell |
5,145
-2,905
| -36% | -$211K | 0.05% | 144 |
|
|
2019
Q3 | $540K | Buy |
8,050
+1,235
| +18% | +$82.8K | 0.07% | 112 |
|
|
2019
Q2 | $454K | Sell |
6,815
-224
| -3% | -$14.9K | 0.06% | 117 |
|
|
2019
Q1 | $462K | Buy |
7,039
+5,886
| +510% | +$386K | 0.07% | 113 |
|
|
2018
Q4 | $65K | Buy |
+1,153
| New | +$65K | 0.01% | 310 |
|