FWM
FSA 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 | $174K | Hold |
1,288
| – | – | 0.07% | 59 |
|
|
2025
Q1 | $157K | Hold |
1,288
| – | – | 0.07% | 62 |
|
|
2024
Q4 | $166K | Sell |
1,288
-198
| -13% | -$25.5K | 0.07% | 58 |
|
|
2024
Q3 | $187K | Buy |
+1,486
| New | +$187K | 0.07% | 61 |
|
|
2024
Q1 | $171K | Hold |
1,486
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $156K | Buy |
+1,486
| New | +$156K | 0.07% | 59 |
|
|
2021
Q1 | – | Sell |
-1,440
| Closed | -$124K | – | 142 |
|
|
2020
Q4 | $124K | Buy |
+1,440
| New | +$124K | 0.06% | 74 |
|
|
2020
Q3 | – | Sell |
-1,440
| Closed | -$100K | – | 199 |
|
|
2020
Q2 | $100K | Hold |
1,440
| – | – | 0.07% | 80 |
|
|
2020
Q1 | $82K | Sell |
1,440
-200
| -12% | -$11.4K | 0.07% | 82 |
|
|
2019
Q4 | $119K | Buy |
+1,640
| New | +$119K | 0.08% | 80 |
|