KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | $1.82M | Sell |
13,471
-251
| -2% | -$33.9K | 1.44% | 15 |
|
|
2025
Q1 | $1.67M | Sell |
13,722
-234
| -2% | -$28.5K | 1.46% | 16 |
|
|
2024
Q4 | $1.8M | Sell |
13,956
-693
| -5% | -$89.1K | 1.33% | 17 |
|
|
2024
Q3 | $1.84M | Sell |
14,649
-231
| -2% | -$29K | 1.53% | 15 |
|
|
2024
Q2 | $1.77M | Sell |
14,880
-23
| -0.2% | -$2.73K | 1.65% | 15 |
|
|
2024
Q1 | $1.72M | Sell |
14,903
-5,170
| -26% | -$596K | 1.69% | 15 |
|
|
2023
Q4 | $2.11M | Sell |
20,073
-1,104
| -5% | -$116K | 2.11% | 14 |
|
|
2023
Q3 | $1.99M | Sell |
21,177
-1,279
| -6% | -$120K | 2.06% | 15 |
|
|
2023
Q2 | $2.2M | Sell |
22,456
-3,812
| -15% | -$373K | 2.15% | 16 |
|
|
2023
Q1 | $2.38M | Sell |
26,268
-13,806
| -34% | -$1.25M | 2.45% | 15 |
|
|
2022
Q4 | $3.4M | Sell |
40,074
-124
| -0.3% | -$10.5K | 3.91% | 7 |
|
|
2022
Q3 | $3.2M | Sell |
40,198
-7,271
| -15% | -$578K | 4.81% | 6 |
|
|
2022
Q2 | $3.98M | Buy |
47,469
+20,858
| +78% | +$1.75M | 5.93% | 5 |
|
|
2022
Q1 | $2.69M | Sell |
26,611
-79,347
| -75% | -$8.01M | 6.14% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
105,958
+90,090
| +568% | +$9.64M | 13.8% | 1 |
|
|
2021
Q3 | $1.56M | Sell |
15,868
-108,425
| -87% | -$10.7M | 4.65% | 5 |
|
|
2021
Q2 | $12.3M | Sell |
124,293
-33
| -0% | -$3.26K | 4.9% | 4 |
|
|
2021
Q1 | $11.4M | Sell |
124,326
-1,507
| -1% | -$138K | 5.98% | 1 |
|
|
2020
Q4 | $10.8M | Buy |
125,833
+8,720
| +7% | +$752K | 6.41% | 1 |
|
|
2020
Q3 | $8.84M | Sell |
117,113
-478
| -0.4% | -$36.1K | 6.49% | 2 |
|
|
2020
Q2 | $8.17M | Buy |
117,591
+1,102
| +0.9% | +$76.5K | 7.45% | 1 |
|
|
2020
Q1 | $6.66M | Buy |
116,489
+15,665
| +16% | +$896K | 7.46% | 1 |
|
|
2019
Q4 | $7.33M | Buy |
+100,824
| New | +$7.33M | 6.19% | 1 |
|