GWANC
Guardian Wealth Advisors (North Carolina)’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 | $12M | Buy |
88,691
+478
| +0.5% | +$64.5K | 0.84% | 26 |
|
|
2025
Q1 | $10.8M | Buy |
88,213
+849
| +1% | +$104K | 0.86% | 26 |
|
|
2024
Q4 | $11.2M | Buy |
87,364
+87,335
| +301,155% | +$11.2M | 0.89% | 25 |
|
|
2024
Q3 | $3.64K | Hold |
29
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $3.45K | Hold |
29
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $3.34K | Hold |
29
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $3.05K | Hold |
29
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $2.74K | Hold |
29
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $2.84K | Hold |
29
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $2.63K | Hold |
29
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $2.46K | Hold |
29
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 324 |
|
|
2022
Q2 | $2K | Sell |
29
-46
| -61% | -$3.17K | ﹤0.01% | 333 |
|
|
2022
Q1 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 220 |
|