IFWM
Institute for 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 | $1.28M | Sell |
9,482
-39
| -0.4% | -$5.27K | 0.14% | 149 |
|
|
2025
Q1 | $1.16M | Buy |
9,521
+26
| +0.3% | +$3.17K | 0.15% | 156 |
|
|
2024
Q4 | $1.22M | Buy |
9,495
+1,526
| +19% | +$196K | 0.15% | 139 |
|
|
2024
Q3 | $1M | Buy |
7,969
+12
| +0.2% | +$1.51K | 0.13% | 174 |
|
|
2024
Q2 | $945K | Buy |
7,957
+552
| +7% | +$65.6K | 0.13% | 173 |
|
|
2024
Q1 | $854K | Buy |
7,405
+62
| +0.8% | +$7.15K | 0.11% | 190 |
|
|
2023
Q4 | $773K | Buy |
7,343
+62
| +0.9% | +$6.52K | 0.13% | 188 |
|
|
2023
Q3 | $686K | Buy |
7,281
+14
| +0.2% | +$1.32K | 0.12% | 196 |
|
|
2023
Q2 | $711K | Buy |
7,267
+161
| +2% | +$15.8K | 0.12% | 196 |
|
|
2023
Q1 | $643K | Buy |
7,106
+19
| +0.3% | +$1.72K | 0.12% | 207 |
|
|
2022
Q4 | $601K | Buy |
7,087
+247
| +4% | +$20.9K | 0.13% | 217 |
|
|
2022
Q3 | $544K | Buy |
6,840
+45
| +0.7% | +$3.58K | 0.12% | 220 |
|
|
2022
Q2 | $569K | Buy |
6,795
+22
| +0.3% | +$1.84K | 0.11% | 240 |
|
|
2022
Q1 | $684K | Buy |
6,773
+31
| +0.5% | +$3.13K | 0.11% | 225 |
|
|
2021
Q4 | $721K | Buy |
6,742
+46
| +0.7% | +$4.92K | 0.12% | 208 |
|
|
2021
Q3 | $659K | Buy |
6,696
+64
| +1% | +$6.3K | 0.12% | 215 |
|
|
2021
Q2 | $655K | Buy |
6,632
+12
| +0.2% | +$1.19K | 0.12% | 215 |
|
|
2021
Q1 | $606K | Buy |
6,620
+70
| +1% | +$6.41K | 0.12% | 219 |
|
|
2020
Q4 | $565K | Buy |
6,550
+2,941
| +81% | +$254K | 0.11% | 220 |
|
|
2020
Q3 | $272K | Buy |
+3,609
| New | +$272K | 0.06% | 333 |
|
|
2020
Q1 | – | Sell |
-349
| Closed | -$25K | – | 526 |
|
|
2019
Q4 | $25K | Buy |
+349
| New | +$25K | 0.01% | 550 |
|