KWM
Kaydan 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 | $21.2M | Buy |
157,171
+150,781
| +2,360% | +$20.4M | 6.95% | 5 |
|
|
2025
Q1 | $780K | Buy |
6,390
+572
| +10% | +$69.8K | 0.25% | 45 |
|
|
2024
Q4 | $748K | Buy |
5,818
+144
| +3% | +$18.5K | 0.25% | 45 |
|
|
2024
Q3 | $713K | Buy |
5,674
+124
| +2% | +$15.6K | 0.21% | 45 |
|
|
2024
Q2 | $659K | Buy |
5,550
+103
| +2% | +$12.2K | 0.23% | 46 |
|
|
2024
Q1 | $628K | Buy |
5,447
+1,527
| +39% | +$176K | 0.21% | 48 |
|
|
2023
Q4 | $413K | Buy |
3,920
+60
| +2% | +$6.31K | 0.17% | 66 |
|
|
2023
Q3 | $364K | Buy |
3,860
+113
| +3% | +$10.6K | 0.15% | 67 |
|
|
2023
Q2 | $367K | Buy |
3,747
+189
| +5% | +$18.5K | 0.15% | 66 |
|
|
2023
Q1 | $322K | Buy |
3,558
+362
| +11% | +$32.8K | 0.13% | 73 |
|
|
2022
Q4 | $271K | Sell |
3,196
-49
| -2% | -$4.16K | 0.11% | 75 |
|
|
2022
Q3 | $258K | Sell |
3,245
-1,145
| -26% | -$91.1K | 0.14% | 71 |
|
|
2022
Q2 | $368K | Buy |
4,390
+436
| +11% | +$36.5K | 0.2% | 61 |
|
|
2022
Q1 | $399K | Buy |
3,954
+605
| +18% | +$61.1K | 0.18% | 69 |
|
|
2021
Q4 | $358K | Buy |
+3,349
| New | +$358K | 0.14% | 80 |
|