EWM
Empirical 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 | $587K | Buy |
4,344
+124
| +3% | +$16.7K | 0.01% | 394 |
|
|
2025
Q1 | $515K | Buy |
4,220
+80
| +2% | +$9.76K | 0.01% | 395 |
|
|
2024
Q4 | $532K | Buy |
4,140
+2
| +0% | +$257 | 0.01% | 373 |
|
|
2024
Q3 | $520K | Buy |
4,138
+808
| +24% | +$102K | 0.01% | 359 |
|
|
2024
Q2 | $396K | Buy |
3,330
+1,408
| +73% | +$167K | 0.01% | 399 |
|
|
2024
Q1 | $222K | Buy |
+1,922
| New | +$222K | 0.01% | 487 |
|
|
2022
Q1 | – | Sell |
-1,918
| Closed | -$205K | – | 519 |
|
|
2021
Q4 | $205K | Buy |
+1,918
| New | +$205K | 0.01% | 496 |
|
|
2017
Q2 | – | Sell |
-14,586
| Closed | -$788K | – | 134 |
|
|
2017
Q1 | $788K | Buy |
14,586
+6,471
| +80% | +$350K | 0.2% | 56 |
|
|
2016
Q4 | $416K | Buy |
8,115
+3,886
| +92% | +$199K | 0.1% | 85 |
|
|
2016
Q3 | $209K | Buy |
+4,229
| New | +$209K | 0.05% | 105 |
|