JWCA
J.W. Coons 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 | $478K | Buy |
3,541
+4
| +0.1% | +$540 | 0.11% | 159 |
|
|
2025
Q1 | $432K | Buy |
3,537
+3
| +0.1% | +$366 | 0.11% | 157 |
|
|
2024
Q4 | $455K | Buy |
3,534
+5
| +0.1% | +$643 | 0.12% | 156 |
|
|
2024
Q3 | $443K | Buy |
3,529
+5
| +0.1% | +$628 | 0.11% | 165 |
|
|
2024
Q2 | $419K | Buy |
3,524
+3
| +0.1% | +$356 | 0.1% | 161 |
|
|
2024
Q1 | $406K | Buy |
3,521
+4
| +0.1% | +$461 | 0.09% | 169 |
|
|
2023
Q4 | $370K | Sell |
3,517
-600
| -15% | -$63.1K | 0.1% | 170 |
|
|
2023
Q3 | $388K | Sell |
4,117
-400
| -9% | -$37.7K | 0.11% | 154 |
|
|
2023
Q2 | $442K | Buy |
4,517
+205
| +5% | +$20.1K | 0.12% | 148 |
|
|
2023
Q1 | $390K | Buy |
4,312
+7
| +0.2% | +$634 | 0.11% | 164 |
|
|
2022
Q4 | $365K | Buy |
4,305
+8
| +0.2% | +$678 | 0.11% | 166 |
|
|
2022
Q3 | $342K | Buy |
4,297
+8
| +0.2% | +$637 | 0.13% | 160 |
|
|
2022
Q2 | $359K | Buy |
4,289
+5
| +0.1% | +$419 | 0.13% | 167 |
|
|
2022
Q1 | $432K | Buy |
4,284
+5
| +0.1% | +$504 | 0.13% | 161 |
|
|
2021
Q4 | $457K | Buy |
4,279
+6
| +0.1% | +$641 | 0.14% | 156 |
|
|
2021
Q3 | $421K | Buy |
4,273
+6
| +0.1% | +$591 | 0.14% | 153 |
|
|
2021
Q2 | $422K | Buy |
4,267
+4
| +0.1% | +$396 | 0.15% | 153 |
|
|
2021
Q1 | $390K | Sell |
4,263
-270
| -6% | -$24.7K | 0.14% | 155 |
|
|
2020
Q4 | $390K | Buy |
4,533
+7
| +0.2% | +$602 | 0.15% | 144 |
|
|
2020
Q3 | $342K | Sell |
4,526
-74
| -2% | -$5.59K | 0.14% | 148 |
|
|
2020
Q2 | $320K | Buy |
4,600
+18
| +0.4% | +$1.25K | 0.14% | 147 |
|
|
2020
Q1 | $262K | Buy |
+4,582
| New | +$262K | 0.14% | 154 |
|