EWM
EPG 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 | $938K | Sell |
6,945
-4,154
| -37% | -$561K | 0.28% | 99 |
|
|
2025
Q1 | $1.35M | Sell |
11,099
-1,694
| -13% | -$207K | 0.38% | 74 |
|
|
2024
Q4 | $1.65M | Sell |
12,793
-514
| -4% | -$66.1K | 0.43% | 59 |
|
|
2024
Q3 | $1.67M | Buy |
+13,307
| New | +$1.67M | 0.42% | 62 |
|
|
2024
Q2 | – | Sell |
-14,350
| Closed | -$1.65M | – | 64 |
|
|
2024
Q1 | $1.65M | Sell |
14,350
-121
| -0.8% | -$14K | 0.41% | 65 |
|
|
2023
Q4 | $1.57M | Buy |
14,471
+479
| +3% | +$52K | 0.41% | 61 |
|
|
2023
Q3 | $1.32M | Sell |
13,992
-470
| -3% | -$44.3K | 0.4% | 65 |
|
|
2023
Q2 | $1.41M | Sell |
14,462
-415
| -3% | -$40.6K | 0.42% | 60 |
|
|
2023
Q1 | $1.35M | Buy |
14,877
+34
| +0.2% | +$3.08K | 0.42% | 58 |
|
|
2022
Q4 | $1.26M | Sell |
14,843
-39
| -0.3% | -$3.31K | 0.48% | 48 |
|
|
2022
Q3 | $1.18M | Sell |
14,882
-1,805
| -11% | -$144K | 0.49% | 45 |
|
|
2022
Q2 | $1.4M | Sell |
16,687
-1,770
| -10% | -$148K | 0.6% | 38 |
|
|
2022
Q1 | $1.86M | Buy |
18,457
+4,567
| +33% | +$461K | 0.64% | 31 |
|
|
2021
Q4 | $1.49M | Sell |
13,890
-139
| -1% | -$14.9K | 0.52% | 41 |
|
|
2021
Q3 | $1.38M | Buy |
14,029
+10
| +0.1% | +$984 | 0.55% | 41 |
|
|
2021
Q2 | $1.39M | Buy |
14,019
+1,806
| +15% | +$178K | 0.59% | 40 |
|
|
2021
Q1 | $1.12M | Sell |
12,213
-152
| -1% | -$13.9K | 0.54% | 39 |
|
|
2020
Q4 | $1.07M | Sell |
12,365
-1,798
| -13% | -$155K | 0.64% | 36 |
|
|
2020
Q3 | $1.07M | Sell |
14,163
-5,252
| -27% | -$396K | 0.79% | 33 |
|
|
2020
Q2 | $1.35M | Sell |
19,415
-8,244
| -30% | -$572K | 0.96% | 24 |
|
|
2020
Q1 | $1.58M | Sell |
27,659
-9,158
| -25% | -$524K | 1.16% | 17 |
|
|
2019
Q4 | $2.68M | Buy |
+36,817
| New | +$2.68M | 1.96% | 10 |
|