GWM
GSB 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 | $2.26M | Buy |
16,739
+93
| +0.6% | +$12.6K | 0.55% | 67 |
|
|
2025
Q1 | $2.03M | Buy |
16,646
+363
| +2% | +$44.3K | 0.53% | 71 |
|
|
2024
Q4 | $2.09M | Sell |
16,283
-592
| -4% | -$76.1K | 0.54% | 66 |
|
|
2024
Q3 | $2.12M | Sell |
16,875
-331
| -2% | -$41.6K | 0.54% | 62 |
|
|
2024
Q2 | $2.04M | Buy |
17,206
+346
| +2% | +$41.1K | 0.56% | 61 |
|
|
2024
Q1 | $1.94M | Sell |
16,860
-844
| -5% | -$97.3K | 0.55% | 65 |
|
|
2023
Q4 | $1.86M | Sell |
17,704
-618
| -3% | -$65K | 0.57% | 61 |
|
|
2023
Q3 | $1.73M | Sell |
18,322
-55
| -0.3% | -$5.18K | 0.58% | 57 |
|
|
2023
Q2 | $1.8M | Sell |
18,377
-6
| -0% | -$587 | 0.58% | 56 |
|
|
2023
Q1 | $1.66M | Sell |
18,383
-950
| -5% | -$86K | 0.54% | 63 |
|
|
2022
Q4 | $1.64M | Sell |
19,333
-22
| -0.1% | -$1.87K | 0.59% | 57 |
|
|
2022
Q3 | $1.54M | Sell |
19,355
-112
| -0.6% | -$8.91K | 0.56% | 66 |
|
|
2022
Q2 | $1.63M | Sell |
19,467
-201
| -1% | -$16.8K | 0.56% | 63 |
|
|
2022
Q1 | $1.99M | Sell |
19,668
-494
| -2% | -$49.9K | 0.58% | 54 |
|
|
2021
Q4 | $2.16M | Buy |
+20,162
| New | +$2.16M | 0.62% | 50 |
|
|
2021
Q3 | – | Sell |
-20,660
| Closed | -$2.04M | – | 181 |
|
|
2021
Q2 | $2.04M | Sell |
20,660
-561
| -3% | -$55.4K | 0.64% | 49 |
|
|
2021
Q1 | $1.94M | Buy |
+21,221
| New | +$1.94M | 0.65% | 47 |
|