MW
MBL Wealth’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 | $1.17M | Buy |
8,662
+555
| +7% | +$74.9K | 0.11% | 92 |
|
|
2025
Q1 | $989K | Buy |
8,107
+980
| +14% | +$120K | 0.1% | 99 |
|
|
2024
Q4 | $917K | Buy |
7,127
+545
| +8% | +$70.1K | 0.09% | 99 |
|
|
2024
Q3 | $827K | Buy |
6,582
+532
| +9% | +$66.8K | 0.09% | 103 |
|
|
2024
Q2 | $719K | Buy |
6,050
+1,551
| +34% | +$184K | 0.08% | 107 |
|
|
2024
Q1 | $519K | Buy |
4,499
+317
| +8% | +$36.6K | 0.06% | 127 |
|
|
2023
Q4 | $440K | Buy |
4,182
+392
| +10% | +$41.3K | 0.06% | 123 |
|
|
2023
Q3 | $357K | Buy |
3,790
+416
| +12% | +$39.2K | 0.05% | 128 |
|
|
2023
Q2 | $330K | Buy |
3,374
+409
| +14% | +$40K | 0.05% | 127 |
|
|
2023
Q1 | $268K | Buy |
2,965
+88
| +3% | +$7.97K | 0.04% | 132 |
|
|
2022
Q4 | $244K | Buy |
+2,877
| New | +$244K | 0.05% | 140 |
|