KL
KWMG LLC’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 | $920K | Sell |
6,812
-1
| -0% | -$135 | 0.09% | 105 |
|
|
2025
Q1 | $831K | Hold |
6,813
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $876K | Hold |
6,813
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $856K | Sell |
6,813
-39
| -0.6% | -$4.9K | 0.09% | 105 |
|
|
2024
Q2 | $814K | Hold |
6,852
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $790K | Hold |
6,852
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $721K | Sell |
6,852
-1
| -0% | -$105 | 0.08% | 108 |
|
|
2023
Q3 | $645K | Buy |
6,853
+1
| +0% | +$94 | 0.08% | 109 |
|
|
2023
Q2 | $670K | Sell |
6,852
-7
| -0.1% | -$685 | 0.08% | 110 |
|
|
2023
Q1 | $621K | Sell |
6,859
-1
| -0% | -$91 | 0.08% | 114 |
|
|
2022
Q4 | $582K | Buy |
6,860
+39
| +0.6% | +$3.31K | 0.08% | 112 |
|
|
2022
Q3 | $543K | Sell |
6,821
-2
| -0% | -$159 | 0.08% | 114 |
|
|
2022
Q2 | $572K | Sell |
6,823
-12
| -0.2% | -$1.01K | 0.09% | 113 |
|
|
2022
Q1 | $690K | Buy |
6,835
+2
| +0% | +$202 | 0.09% | 112 |
|
|
2021
Q4 | $731K | Hold |
6,833
| – | – | 0.1% | 116 |
|
|
2021
Q3 | $672K | Hold |
6,833
| – | – | 0.1% | 113 |
|
|
2021
Q2 | $676K | Hold |
6,833
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $626K | Sell |
6,833
-28
| -0.4% | -$2.57K | 0.1% | 113 |
|
|
2020
Q4 | $592K | Sell |
6,861
-455
| -6% | -$39.3K | 0.11% | 114 |
|
|
2020
Q3 | $552K | Sell |
7,316
-2,956
| -29% | -$223K | 0.11% | 109 |
|
|
2020
Q2 | $713K | Sell |
10,272
-62
| -0.6% | -$4.3K | 0.15% | 107 |
|
|
2020
Q1 | $591K | Buy |
+10,334
| New | +$591K | 0.16% | 106 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 273 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 466 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 469 |
|