Madison Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
9,405
+1,309
| +16% | +$177K | 0.28% | 45 |
|
|
2025
Q1 | $988K | Buy |
8,096
+193
| +2% | +$23.5K | 0.24% | 53 |
|
|
2024
Q4 | $1.02M | Sell |
7,903
-63
| -0.8% | -$8.1K | 0.28% | 47 |
|
|
2024
Q3 | $1M | Buy |
7,966
+101
| +1% | +$12.7K | 0.3% | 47 |
|
|
2024
Q2 | $934K | Buy |
7,865
+898
| +13% | +$107K | 0.32% | 43 |
|
|
2024
Q1 | $803K | Buy |
6,967
+160
| +2% | +$18.4K | 0.29% | 45 |
|
|
2023
Q4 | $716K | Buy |
6,807
+1,876
| +38% | +$197K | 0.28% | 46 |
|
|
2023
Q3 | $464K | Buy |
4,931
+12
| +0.2% | +$1.13K | 0.23% | 49 |
|
|
2023
Q2 | $481K | Sell |
4,919
-50
| -1% | -$4.89K | 0.22% | 46 |
|
|
2023
Q1 | $450K | Sell |
4,969
-87
| -2% | -$7.88K | 0.23% | 45 |
|
|
2022
Q4 | $429K | Sell |
5,056
-813
| -14% | -$68.9K | 0.25% | 44 |
|
|
2022
Q3 | $467K | Sell |
5,869
-1,227
| -17% | -$97.6K | 0.31% | 38 |
|
|
2022
Q2 | $595K | Buy |
+7,096
| New | +$595K | 0.38% | 34 |
|