KWM
Kingsview 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 | $14M | Sell |
103,856
-5,154
| -5% | -$696K | 0.24% | 73 |
|
|
2025
Q1 | $13.3M | Sell |
109,010
-22,188
| -17% | -$2.71M | 0.25% | 72 |
|
|
2024
Q4 | $16.9M | Sell |
131,198
-934,204
| -88% | -$120M | 0.33% | 55 |
|
|
2024
Q3 | $134M | Buy |
1,065,402
+92,425
| +9% | +$11.6M | 2.81% | 2 |
|
|
2024
Q2 | $116M | Buy |
972,977
+82,031
| +9% | +$9.74M | 2.73% | 3 |
|
|
2024
Q1 | $103M | Buy |
890,946
+97,816
| +12% | +$11.3M | 2.58% | 2 |
|
|
2023
Q4 | $83.5M | Buy |
793,130
+259,918
| +49% | +$27.4M | 2.49% | 3 |
|
|
2023
Q3 | $50.2M | Buy |
533,212
+109,925
| +26% | +$10.4M | 1.8% | 5 |
|
|
2023
Q2 | $41.4M | Sell |
423,287
-7,382
| -2% | -$722K | 1.62% | 6 |
|
|
2023
Q1 | $39M | Buy |
430,669
+9,615
| +2% | +$871K | 1.64% | 6 |
|
|
2022
Q4 | $35.7M | Buy |
421,054
+8,345
| +2% | +$708K | 1.55% | 7 |
|
|
2022
Q3 | $32.8M | Buy |
412,709
+41,958
| +11% | +$3.34M | 1.56% | 8 |
|
|
2022
Q2 | $31.1M | Buy |
370,751
+77,212
| +26% | +$6.47M | 1.49% | 6 |
|
|
2022
Q1 | $29.6M | Sell |
293,539
-17,794
| -6% | -$1.8M | 1.3% | 8 |
|
|
2021
Q4 | $33.3M | Buy |
311,333
+32,334
| +12% | +$3.46M | 1.39% | 9 |
|
|
2021
Q3 | $27.4M | Buy |
278,999
+46,944
| +20% | +$4.62M | 1.3% | 9 |
|
|
2021
Q2 | $23.1M | Buy |
232,055
+69,681
| +43% | +$6.93M | 1.14% | 11 |
|
|
2021
Q1 | $15.1M | Buy |
+162,374
| New | +$15.1M | 0.86% | 16 |
|