GWA
Geometric 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 | $650K | Buy |
4,817
+737
| +18% | +$99.5K | 0.1% | 35 |
|
|
2025
Q1 | $498K | Hold |
4,080
| – | – | 0.09% | 43 |
|
|
2024
Q4 | $525K | Sell |
4,080
-54
| -1% | -$6.95K | 0.1% | 39 |
|
|
2024
Q3 | $519K | Buy |
4,134
+247
| +6% | +$31K | 0.1% | 37 |
|
|
2024
Q2 | $462K | Hold |
3,887
| – | – | 0.09% | 36 |
|
|
2024
Q1 | $448K | Buy |
3,887
+306
| +9% | +$35.3K | 0.11% | 25 |
|
|
2023
Q4 | $377K | Sell |
3,581
-362
| -9% | -$38.1K | 0.1% | 28 |
|
|
2023
Q3 | $371K | Buy |
3,943
+1,055
| +37% | +$99.4K | 0.12% | 25 |
|
|
2023
Q2 | $287K | Buy |
2,888
+498
| +21% | +$49.5K | 0.09% | 28 |
|
|
2023
Q1 | $217K | Buy |
+2,390
| New | +$217K | 0.08% | 35 |
|
|
2022
Q2 | – | Sell |
-2,151
| Closed | -$217K | – | 36 |
|
|
2022
Q1 | $217K | Hold |
2,151
| – | – | 0.65% | 29 |
|
|
2021
Q4 | $230K | Buy |
+2,151
| New | +$230K | 0.11% | 20 |
|