KWMG
King 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 | $12.9M | Sell |
95,611
-979
| -1% | -$132K | 1.75% | 14 |
|
|
2025
Q1 | $11.8M | Sell |
96,590
-1,149
| -1% | -$140K | 1.79% | 15 |
|
|
2024
Q4 | $12.6M | Sell |
97,739
-163
| -0.2% | -$21K | 1.83% | 14 |
|
|
2024
Q3 | $12.3M | Sell |
97,902
-1,983
| -2% | -$249K | 1.92% | 13 |
|
|
2024
Q2 | $11.9M | Sell |
99,885
-2,430
| -2% | -$289K | 1.98% | 13 |
|
|
2024
Q1 | $11.8M | Sell |
102,315
-905
| -0.9% | -$104K | 2.07% | 14 |
|
|
2023
Q4 | $10.9M | Buy |
103,220
+8,248
| +9% | +$868K | 2.1% | 14 |
|
|
2023
Q3 | $8.95M | Sell |
94,972
-709
| -0.7% | -$66.8K | 1.89% | 14 |
|
|
2023
Q2 | $9.36M | Sell |
95,681
-444
| -0.5% | -$43.4K | 1.89% | 15 |
|
|
2023
Q1 | $8.7M | Buy |
96,125
+289
| +0.3% | +$26.2K | 1.92% | 13 |
|
|
2022
Q4 | $8.13M | Sell |
95,836
-157
| -0.2% | -$13.3K | 1.94% | 15 |
|
|
2022
Q3 | $7.64M | Buy |
95,993
+717
| +0.8% | +$57K | 1.94% | 15 |
|
|
2022
Q2 | $7.98M | Sell |
95,276
-1,408
| -1% | -$118K | 1.91% | 16 |
|
|
2022
Q1 | $9.76M | Buy |
96,684
+2,443
| +3% | +$247K | 1.92% | 15 |
|
|
2021
Q4 | $10.1M | Buy |
94,241
+1,065
| +1% | +$114K | 1.87% | 16 |
|
|
2021
Q3 | $9.17M | Buy |
93,176
+2,780
| +3% | +$274K | 1.88% | 16 |
|
|
2021
Q2 | $8.93M | Buy |
90,396
+16,059
| +22% | +$1.59M | 1.82% | 18 |
|
|
2021
Q1 | $6.81M | Buy |
74,337
+665
| +0.9% | +$60.9K | 1.53% | 19 |
|
|
2020
Q4 | $6.35M | Sell |
73,672
-2,182
| -3% | -$188K | 1.49% | 18 |
|
|
2020
Q3 | $5.73M | Buy |
75,854
+348
| +0.5% | +$26.3K | 1.49% | 20 |
|
|
2020
Q2 | $5.24M | Buy |
75,506
+5,700
| +8% | +$396K | 1.54% | 19 |
|
|
2020
Q1 | $3.99M | Sell |
69,806
-7,635
| -10% | -$437K | 1.72% | 16 |
|
|
2019
Q4 | $5.63M | Sell |
77,441
-788
| -1% | -$57.3K | 1.49% | 21 |
|
|
2019
Q3 | $5.25M | Buy |
78,229
+5,715
| +8% | +$383K | 1.51% | 21 |
|
|
2019
Q2 | $4.83M | Buy |
72,514
+2,604
| +4% | +$173K | 1.44% | 21 |
|
|
2019
Q1 | $4.5M | Buy |
69,910
+3,670
| +6% | +$236K | 1.41% | 22 |
|
|
2018
Q4 | $3.76M | Buy |
66,240
+4,289
| +7% | +$243K | 1.36% | 22 |
|
|
2018
Q3 | $4.13M | Sell |
61,951
-407
| -0.7% | -$27.1K | 1.29% | 23 |
|
|
2018
Q2 | $3.9M | Buy |
62,358
+1,983
| +3% | +$124K | 1.34% | 20 |
|
|
2018
Q1 | $3.65M | Buy |
60,375
+3,914
| +7% | +$237K | 1.3% | 21 |
|
|
2017
Q4 | $3.45M | Buy |
56,461
+1,593
| +3% | +$97.4K | 1.22% | 22 |
|
|
2017
Q3 | $3.16M | Buy |
54,868
+2,491
| +5% | +$144K | 1.18% | 23 |
|
|
2017
Q2 | $2.9M | Buy |
52,377
+4,052
| +8% | +$225K | 1.15% | 22 |
|
|
2017
Q1 | $2.61M | Buy |
48,325
+14,738
| +44% | +$796K | 1.09% | 23 |
|
|
2016
Q4 | $1.72M | Buy |
33,587
+6,559
| +24% | +$336K | 0.77% | 30 |
|
|
2016
Q3 | $1.34M | Buy |
27,028
+15,840
| +142% | +$785K | 0.67% | 32 |
|
|
2016
Q2 | $1.07M | Buy |
11,188
+785
| +8% | +$74.7K | 0.57% | 37 |
|
|
2016
Q1 | $971K | Buy |
10,403
+484
| +5% | +$45.2K | 0.52% | 41 |
|
|
2015
Q4 | $921K | Buy |
9,919
+3,191
| +47% | +$296K | 0.51% | 43 |
|
|
2015
Q3 | $589K | Buy |
+6,728
| New | +$589K | 0.36% | 50 |
|