FWM
ForthRight 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 | $640K | Buy |
4,743
+2
| +0% | +$270 | 0.2% | 39 |
|
|
2025
Q1 | $578K | Sell |
4,741
-459
| -9% | -$56K | 0.19% | 39 |
|
|
2024
Q4 | $669K | Sell |
5,200
-658
| -11% | -$84.6K | 0.22% | 38 |
|
|
2024
Q3 | $736K | Sell |
5,858
-23
| -0.4% | -$2.89K | 0.25% | 37 |
|
|
2024
Q2 | $699K | Sell |
5,881
-1,177
| -17% | -$140K | 0.25% | 37 |
|
|
2024
Q1 | $814K | Sell |
7,058
-633
| -8% | -$73K | 0.29% | 34 |
|
|
2023
Q4 | $809K | Sell |
7,691
-933
| -11% | -$98.2K | 0.31% | 32 |
|
|
2023
Q3 | $812K | Sell |
8,624
-46
| -0.5% | -$4.33K | 0.35% | 31 |
|
|
2023
Q2 | $848K | Sell |
8,670
-276
| -3% | -$27K | 0.35% | 30 |
|
|
2023
Q1 | $810K | Sell |
8,946
-61
| -0.7% | -$5.52K | 0.37% | 28 |
|
|
2022
Q4 | $764K | Sell |
9,007
-484
| -5% | -$41K | 0.39% | 27 |
|
|
2022
Q3 | $755K | Sell |
9,491
-135
| -1% | -$10.7K | 0.44% | 27 |
|
|
2022
Q2 | $807K | Sell |
9,626
-1,118
| -10% | -$93.7K | 0.45% | 25 |
|
|
2022
Q1 | $1.09M | Sell |
10,744
-167
| -2% | -$16.9K | 0.56% | 22 |
|
|
2021
Q4 | $1.17M | Sell |
10,911
-547
| -5% | -$58.5K | 0.64% | 21 |
|
|
2021
Q3 | $1.13M | Buy |
11,458
+696
| +6% | +$68.5K | 0.68% | 19 |
|
|
2021
Q2 | $1.06M | Buy |
10,762
+4
| +0% | +$395 | 0.67% | 18 |
|
|
2021
Q1 | $985K | Sell |
10,758
-724
| -6% | -$66.3K | 0.67% | 18 |
|
|
2020
Q4 | $990K | Buy |
+11,482
| New | +$990K | 0.78% | 16 |
|