HWA
HCR 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 | $911K | Hold |
6,747
| – | – | 0.11% | 106 |
|
|
2025
Q1 | $823K | Hold |
6,747
| – | – | 0.11% | 110 |
|
|
2024
Q4 | $868K | Hold |
6,747
| – | – | 0.11% | 107 |
|
|
2024
Q3 | $848K | Hold |
6,747
| – | – | 0.11% | 108 |
|
|
2024
Q2 | $801K | Hold |
6,747
| – | – | 0.11% | 109 |
|
|
2024
Q1 | $778K | Hold |
6,747
| – | – | 0.12% | 109 |
|
|
2023
Q4 | $710K | Buy |
6,747
+325
| +5% | +$34.2K | 0.11% | 107 |
|
|
2023
Q3 | $605K | Sell |
6,422
-440
| -6% | -$41.4K | 0.13% | 94 |
|
|
2023
Q2 | $671K | Hold |
6,862
| – | – | 0.12% | 97 |
|
|
2023
Q1 | $621K | Hold |
6,862
| – | – | 0.12% | 104 |
|
|
2022
Q4 | $582K | Hold |
6,862
| – | – | 0.12% | 103 |
|
|
2022
Q3 | $546K | Hold |
6,862
| – | – | 0.12% | 104 |
|
|
2022
Q2 | $575K | Hold |
6,862
| – | – | 0.12% | 104 |
|
|
2022
Q1 | $693K | Hold |
6,862
| – | – | 0.11% | 107 |
|
|
2021
Q4 | $734K | Hold |
6,862
| – | – | 0.11% | 116 |
|
|
2021
Q3 | $675K | Hold |
6,862
| – | – | 0.11% | 120 |
|
|
2021
Q2 | $678K | Hold |
6,862
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $629K | Sell |
6,862
-1,090
| -14% | -$99.9K | 0.12% | 115 |
|
|
2020
Q4 | $686K | Hold |
7,952
| – | – | 0.14% | 102 |
|
|
2020
Q3 | $600K | Hold |
7,952
| – | – | 0.14% | 95 |
|
|
2020
Q2 | $555K | Hold |
7,952
| – | – | 0.13% | 89 |
|
|
2020
Q1 | $455K | Hold |
7,952
| – | – | 0.13% | 93 |
|
|
2019
Q4 | $578K | Buy |
7,952
+612
| +8% | +$44.5K | 0.14% | 93 |
|
|
2019
Q3 | $493K | Sell |
7,340
-612
| -8% | -$41.1K | 0.16% | 96 |
|
|
2019
Q2 | $530K | Hold |
7,952
| – | – | 0.15% | 97 |
|
|
2019
Q1 | $512K | Buy |
7,952
+1,530
| +24% | +$98.5K | 0.15% | 103 |
|
|
2018
Q4 | $365K | Buy |
+6,422
| New | +$365K | 0.12% | 118 |
|
|
2018
Q3 | – | Sell |
-7,512
| Closed | -$470K | – | 165 |
|
|
2018
Q2 | $470K | Hold |
7,512
| – | – | 0.15% | 108 |
|
|
2018
Q1 | $454K | Hold |
7,512
| – | – | 0.16% | 109 |
|
|
2017
Q4 | $459K | Hold |
7,512
| – | – | 0.16% | 108 |
|
|
2017
Q3 | $433K | Buy |
+7,512
| New | +$433K | 0.18% | 105 |
|