HWA
HHM 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 | $639K | Buy |
4,731
+4,335
| +1,095% | +$585K | 0.08% | 94 |
|
|
2025
Q1 | $48.3K | Hold |
396
| – | – | 0.01% | 369 |
|
|
2024
Q4 | $50.9K | Hold |
396
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $49.7K | Hold |
396
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $47K | Hold |
396
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $45.7K | Hold |
396
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $41.7K | Hold |
396
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $37.3K | Hold |
396
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $38.7K | Hold |
396
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $35.9K | Hold |
396
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $33.6K | Hold |
396
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $31K | Hold |
396
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $33K | Hold |
396
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $40K | Hold |
396
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $42K | Sell |
396
-720
| -65% | -$76.4K | 0.01% | 331 |
|
|
2021
Q3 | $110K | Buy |
1,116
+45
| +4% | +$4.44K | 0.03% | 195 |
|
|
2021
Q2 | $106K | Buy |
1,071
+88
| +9% | +$8.71K | 0.03% | 197 |
|
|
2021
Q1 | $90K | Buy |
983
+587
| +148% | +$53.7K | 0.03% | 201 |
|
|
2020
Q4 | $34K | Hold |
396
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $30K | Hold |
396
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $27K | Hold |
396
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $23K | Buy |
+396
| New | +$23K | 0.01% | 285 |
|