KWS
Keystone Wealth Services’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 | $989K | Buy |
7,326
+2
| +0% | +$270 | 0.24% | 103 |
|
|
2025
Q1 | $894K | Sell |
7,324
-189
| -3% | -$23.1K | 0.24% | 99 |
|
|
2024
Q4 | $966K | Sell |
7,513
-34
| -0.5% | -$4.37K | 0.26% | 94 |
|
|
2024
Q3 | $948K | Sell |
7,547
-1,027
| -12% | -$129K | 0.26% | 92 |
|
|
2024
Q2 | $1.02M | Buy |
8,574
+3
| +0% | +$356 | 0.32% | 76 |
|
|
2024
Q1 | $988K | Buy |
8,571
+2
| +0% | +$231 | 0.32% | 79 |
|
|
2023
Q4 | $902K | Sell |
8,569
-292
| -3% | -$30.7K | 0.31% | 79 |
|
|
2023
Q3 | $835K | Hold |
8,861
| – | – | 0.32% | 80 |
|
|
2023
Q2 | $867K | Sell |
8,861
-248
| -3% | -$24.3K | 0.32% | 75 |
|
|
2023
Q1 | $825K | Sell |
9,109
-754
| -8% | -$68.3K | 0.34% | 70 |
|
|
2022
Q4 | $836K | Buy |
9,863
+9
| +0.1% | +$763 | 0.36% | 60 |
|
|
2022
Q3 | $784K | Buy |
9,854
+672
| +7% | +$53.5K | 0.37% | 58 |
|
|
2022
Q2 | $769K | Sell |
9,182
-147
| -2% | -$12.3K | 0.34% | 64 |
|
|
2022
Q1 | $942K | Buy |
9,329
+110
| +1% | +$11.1K | 0.37% | 62 |
|
|
2021
Q4 | $986K | Buy |
+9,219
| New | +$986K | 0.4% | 63 |
|