HWM
Hassell 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 | $5.76M | Buy |
41,488
+540
| +1% | +$75K | 2.1% | 12 |
|
|
2025
Q1 | $4.8M | Sell |
40,948
-11,525
| -22% | -$1.35M | 2.05% | 12 |
|
|
2024
Q4 | $6.98M | Buy |
52,473
+681
| +1% | +$90.5K | 2.81% | 11 |
|
|
2024
Q3 | $6.46M | Buy |
51,792
+608
| +1% | +$75.8K | 2.71% | 12 |
|
|
2024
Q2 | $6.1M | Buy |
51,184
+621
| +1% | +$74.1K | 2.73% | 12 |
|
|
2024
Q1 | $5.62M | Buy |
50,563
+261
| +0.5% | +$29K | 3.56% | 9 |
|
|
2023
Q4 | $5.44M | Buy |
50,302
+1,277
| +3% | +$138K | 3.65% | 9 |
|
|
2023
Q3 | $4.48M | Buy |
49,025
+796
| +2% | +$72.8K | 3.26% | 11 |
|
|
2023
Q2 | $4.81M | Buy |
48,229
+1,661
| +4% | +$166K | 3.3% | 11 |
|
|
2023
Q1 | $4.16M | Buy |
46,568
+73
| +0.2% | +$6.53K | 3.06% | 11 |
|
|
2022
Q4 | $4.12M | Buy |
+46,495
| New | +$4.12M | 3.08% | 11 |
|