MWM
Mascoma 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 | $10.7K | Hold |
79
| – | – | ﹤0.01% | 314 |
|
|
2025
Q1 | $9.64K | Hold |
79
| – | – | ﹤0.01% | 334 |
|
|
2024
Q4 | $10.2K | Sell |
79
-2
| -2% | -$257 | ﹤0.01% | 344 |
|
|
2024
Q3 | $10.2K | Hold |
81
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $9.62K | Hold |
81
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $9.34K | Hold |
81
| – | – | ﹤0.01% | 322 |
|
|
2023
Q4 | $8.52K | Hold |
81
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $7.63K | Hold |
81
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $8.04K | Sell |
81
-646
| -89% | -$64.1K | ﹤0.01% | 338 |
|
|
2023
Q1 | $66.5K | Buy |
727
+55
| +8% | +$5.03K | 0.02% | 208 |
|
|
2022
Q4 | $57K | Hold |
672
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $53K | Hold |
672
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $56K | Buy |
672
+54
| +9% | +$4.5K | 0.02% | 229 |
|
|
2022
Q1 | $62K | Buy |
618
+100
| +19% | +$10K | 0.02% | 236 |
|
|
2021
Q4 | $55K | Hold |
518
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $51K | Buy |
+518
| New | +$51K | 0.02% | 206 |
|
|
2021
Q2 | – | Sell |
-518
| Closed | -$47K | – | 277 |
|
|
2021
Q1 | $47K | Buy |
+518
| New | +$47K | 0.02% | 211 |
|