GC Wealth Management RIA’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,509
+742
| +11% | +$100K | 0.08% | 201 |
|
|
2025
Q1 | $826K | Hold |
6,767
| – | – | 0.15% | 124 |
|
|
2024
Q4 | $870K | Sell |
6,767
-409
| -6% | -$52.6K | 0.15% | 117 |
|
|
2024
Q3 | $901K | Hold |
7,176
| – | – | 0.16% | 117 |
|
|
2024
Q2 | $852K | Hold |
7,176
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $827K | Buy |
7,176
+157
| +2% | +$18.1K | 0.17% | 113 |
|
|
2023
Q4 | $739K | Buy |
+7,019
| New | +$739K | 0.33% | 78 |
|