IWM
IHT 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 | $2.5M | Sell |
18,492
-311
| -2% | -$42K | 0.07% | 269 |
|
|
2025
Q1 | $2.29M | Sell |
18,803
-458
| -2% | -$55.9K | 0.07% | 261 |
|
|
2024
Q4 | $2.48M | Sell |
19,261
-1,575
| -8% | -$203K | 0.08% | 233 |
|
|
2024
Q3 | $2.62M | Buy |
20,836
+827
| +4% | +$104K | 0.07% | 259 |
|
|
2024
Q2 | $2.38M | Sell |
20,009
-1,466
| -7% | -$174K | 0.09% | 227 |
|
|
2024
Q1 | $2.48M | Sell |
21,475
-2,427
| -10% | -$280K | 0.1% | 215 |
|
|
2023
Q4 | $2.52M | Sell |
23,902
-594
| -2% | -$62.5K | 0.11% | 183 |
|
|
2023
Q3 | $2.31M | Sell |
24,496
-2,382
| -9% | -$224K | 0.12% | 174 |
|
|
2023
Q2 | $2.63M | Sell |
26,878
-13,552
| -34% | -$1.33M | 0.14% | 143 |
|
|
2023
Q1 | $3.66M | Buy |
40,430
+38
| +0.1% | +$3.44K | 0.21% | 102 |
|
|
2022
Q4 | $3.43M | Sell |
40,392
-13,675
| -25% | -$1.16M | 0.22% | 108 |
|
|
2022
Q3 | $4.3M | Buy |
54,067
+7,198
| +15% | +$572K | 0.33% | 60 |
|
|
2022
Q2 | $3.93M | Sell |
46,869
-4,629
| -9% | -$388K | 0.35% | 54 |
|
|
2022
Q1 | $5.2M | Sell |
51,498
-3,659
| -7% | -$369K | 0.39% | 45 |
|
|
2021
Q4 | $5.9M | Sell |
55,157
-2,947
| -5% | -$315K | 0.44% | 39 |
|
|
2021
Q3 | $5.72M | Sell |
58,104
-65,431
| -53% | -$6.44M | 0.47% | 41 |
|
|
2021
Q2 | $12.2M | Sell |
123,535
-6,042
| -5% | -$597K | 0.77% | 22 |
|
|
2021
Q1 | $11.9M | Buy |
129,577
+38,517
| +42% | +$3.53M | 0.85% | 20 |
|
|
2020
Q4 | $7.85M | Sell |
91,060
-3,834
| -4% | -$331K | 0.65% | 24 |
|
|
2020
Q3 | $7.16M | Sell |
94,894
-7,706
| -8% | -$582K | 0.72% | 18 |
|
|
2020
Q2 | $7.13M | Sell |
102,600
-49,768
| -33% | -$3.46M | 0.98% | 12 |
|
|
2020
Q1 | $8.72M | Buy |
152,368
+20,389
| +15% | +$1.17M | 1.26% | 12 |
|
|
2019
Q4 | $9.59M | Buy |
131,979
+11,853
| +10% | +$862K | 1.14% | 14 |
|
|
2019
Q3 | $8.06M | Buy |
120,126
+3,896
| +3% | +$261K | 1.1% | 13 |
|
|
2019
Q2 | $7.74M | Buy |
116,230
+10,705
| +10% | +$713K | 1.12% | 13 |
|
|
2019
Q1 | $6.8M | Buy |
105,525
+18,501
| +21% | +$1.19M | 1.13% | 12 |
|
|
2018
Q4 | $4.94M | Buy |
87,024
+54,421
| +167% | +$3.09M | 0.95% | 19 |
|
|
2018
Q3 | $2.17M | Sell |
32,603
-380
| -1% | -$25.3K | 0.47% | 47 |
|
|
2018
Q2 | $2.06M | Buy |
32,983
+8,729
| +36% | +$546K | 0.53% | 43 |
|
|
2018
Q1 | $1.43M | Buy |
24,254
+5,560
| +30% | +$328K | 0.38% | 54 |
|
|
2017
Q4 | $1.17M | Buy |
18,694
+12,838
| +219% | +$804K | 0.31% | 85 |
|
|
2017
Q3 | $341K | Buy |
5,856
+400
| +7% | +$23.3K | 0.15% | 165 |
|
|
2017
Q2 | $16 | Buy |
+5,456
| New | +$16 | 0.01% | 836 |
|