MWM
Maltin 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 | $2.7M | Buy |
19,978
+661
| +3% | +$89.3K | 1.21% | 33 |
|
|
2025
Q1 | $2.36M | Sell |
19,317
-1,123
| -5% | -$137K | 1.11% | 34 |
|
|
2024
Q4 | $2.63M | Sell |
20,440
-254
| -1% | -$32.7K | 1.29% | 26 |
|
|
2024
Q3 | $2.6M | Sell |
20,694
-73
| -0.4% | -$9.17K | 1.27% | 27 |
|
|
2024
Q2 | $2.47M | Buy |
20,767
+791
| +4% | +$94K | 1.33% | 26 |
|
|
2024
Q1 | $2.3M | Buy |
19,976
+332
| +2% | +$38.3K | 1.3% | 25 |
|
|
2023
Q4 | $2.07M | Sell |
19,644
-442
| -2% | -$46.5K | 1.32% | 26 |
|
|
2023
Q3 | $1.89M | Sell |
20,086
-303
| -1% | -$28.5K | 1.32% | 28 |
|
|
2023
Q2 | $1.99M | Sell |
20,389
-294
| -1% | -$28.8K | 1.41% | 25 |
|
|
2023
Q1 | $1.87M | Buy |
20,683
+1,655
| +9% | +$150K | 1.35% | 28 |
|
|
2022
Q4 | $1.61M | Sell |
19,028
-595
| -3% | -$50.5K | 1.17% | 32 |
|
|
2022
Q3 | $1.56M | Sell |
19,623
-2,274
| -10% | -$181K | 1.23% | 30 |
|
|
2022
Q2 | $1.84M | Sell |
21,897
-213
| -1% | -$17.9K | 1.33% | 24 |
|
|
2022
Q1 | $2.23M | Buy |
22,110
+365
| +2% | +$36.8K | 1.48% | 17 |
|
|
2021
Q4 | $2.33M | Buy |
21,745
+139
| +0.6% | +$14.9K | 1.4% | 22 |
|
|
2021
Q3 | $2.13M | Buy |
21,606
+701
| +3% | +$69K | 1.31% | 25 |
|
|
2021
Q2 | $2.07M | Buy |
20,905
+915
| +5% | +$90.4K | 1.26% | 27 |
|
|
2021
Q1 | $1.83M | Buy |
19,990
+893
| +5% | +$81.8K | 1.19% | 26 |
|
|
2020
Q4 | $1.65M | Sell |
19,097
-6,178
| -24% | -$533K | 1.16% | 28 |
|
|
2020
Q3 | $1.91M | Sell |
25,275
-118
| -0.5% | -$8.91K | 1.36% | 20 |
|
|
2020
Q2 | $1.76M | Sell |
25,393
-24,427
| -49% | -$1.7M | 1.33% | 24 |
|
|
2020
Q1 | $2.85M | Sell |
49,820
-708
| -1% | -$40.5K | 2.42% | 13 |
|
|
2019
Q4 | $3.67M | Buy |
+50,528
| New | +$3.67M | 2.38% | 9 |
|