FWA
FSM Wealth Advisors’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 | $652K | Buy |
4,800
+39
| +0.8% | +$5.3K | 0.11% | 125 |
|
|
2025
Q1 | $581K | Buy |
4,761
+164
| +4% | +$20K | 0.13% | 96 |
|
|
2024
Q4 | $599K | Buy |
4,597
+2,774
| +152% | +$361K | 0.15% | 87 |
|
|
2024
Q3 | $229K | Hold |
1,823
| – | – | 0.06% | 162 |
|
|
2024
Q2 | $217K | Hold |
1,823
| – | – | 0.07% | 147 |
|
|
2024
Q1 | $210K | Buy |
+1,823
| New | +$210K | 0.07% | 156 |
|