JTWM
Jackson Thornton 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 | $1.75M | Sell |
12,862
-3,625
| -22% | -$492K | 0.2% | 31 |
|
|
2025
Q1 | $1.89M | Buy |
16,487
+1,846
| +13% | +$212K | 0.25% | 29 |
|
|
2024
Q4 | $1.88M | Buy |
14,641
+1,048
| +8% | +$135K | 0.24% | 29 |
|
|
2024
Q3 | $1.71M | Buy |
13,593
+6,037
| +80% | +$758K | 0.23% | 27 |
|
|
2024
Q2 | $897K | Buy |
7,556
+653
| +9% | +$77.6K | 0.14% | 29 |
|
|
2024
Q1 | $796K | Buy |
6,903
+440
| +7% | +$50.7K | 0.14% | 25 |
|
|
2023
Q4 | $680K | Buy |
6,463
+354
| +6% | +$37.3K | 0.13% | 25 |
|
|
2023
Q3 | $575K | Buy |
6,109
+63
| +1% | +$5.93K | 0.12% | 23 |
|
|
2023
Q2 | $592K | Buy |
6,046
+517
| +9% | +$50.6K | 0.12% | 22 |
|
|
2023
Q1 | $501K | Buy |
5,529
+841
| +18% | +$76.2K | 0.11% | 24 |
|
|
2022
Q4 | $398K | Sell |
4,688
-2,719
| -37% | -$231K | 0.1% | 24 |
|
|
2022
Q3 | $589K | Buy |
7,407
+4,871
| +192% | +$387K | 0.16% | 17 |
|
|
2022
Q2 | $212K | Sell |
2,536
-1,232
| -33% | -$103K | 0.06% | 25 |
|
|
2022
Q1 | $380K | Buy |
3,768
+266
| +8% | +$26.8K | 0.1% | 17 |
|
|
2021
Q4 | $375K | Buy |
+3,502
| New | +$375K | 0.11% | 14 |
|