MSWM
McGlone Suttner 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 | $2.12M | Hold |
15,670
| – | – | 0.32% | 33 |
|
|
2025
Q1 | $1.91M | Hold |
15,670
| – | – | 0.31% | 33 |
|
|
2024
Q4 | $2.02M | Buy |
15,670
+1,933
| +14% | +$249K | 0.34% | 33 |
|
|
2024
Q3 | $1.73M | Sell |
13,737
-3,803
| -22% | -$478K | 0.36% | 33 |
|
|
2024
Q2 | $1.85M | Buy |
17,540
+1,774
| +11% | +$187K | 0.38% | 24 |
|
|
2024
Q1 | $1.82M | Sell |
15,766
-1,774
| -10% | -$205K | 0.34% | 31 |
|
|
2023
Q4 | $1.85M | Buy |
17,540
+635
| +4% | +$66.8K | 0.36% | 24 |
|
|
2023
Q3 | $1.59M | Sell |
16,905
-2,964
| -15% | -$279K | 0.37% | 28 |
|
|
2023
Q2 | $1.94M | Sell |
19,869
-49
| -0.2% | -$4.79K | 0.44% | 23 |
|
|
2023
Q1 | $1.8M | Sell |
19,918
-15
| -0.1% | -$1.36K | 0.46% | 23 |
|
|
2022
Q4 | $1.69M | Buy |
+19,933
| New | +$1.69M | 0.54% | 25 |
|