FWM
Fonville 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 | $4.8M | Hold |
35,529
| – | – | 1.21% | 24 |
|
|
2025
Q1 | $4.33M | Sell |
35,529
-1,481
| -4% | -$181K | 1.28% | 24 |
|
|
2024
Q4 | $4.76M | Sell |
37,010
-1,190
| -3% | -$153K | 1.57% | 22 |
|
|
2024
Q3 | $4.8M | Hold |
38,200
| – | – | 1.66% | 22 |
|
|
2024
Q2 | $4.54M | Sell |
38,200
-50
| -0.1% | -$5.94K | 1.8% | 19 |
|
|
2024
Q1 | $4.41M | Sell |
38,250
-285
| -0.7% | -$32.9K | 1.95% | 15 |
|
|
2023
Q4 | $4.06M | Buy |
+38,535
| New | +$4.06M | 2.15% | 15 |
|