MWPCG
Measured Wealth Private Client Group’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 | $206K | Buy |
+1,529
| New | +$206K | 0.06% | 173 |
|
|
2023
Q1 | – | Sell |
-4,199
| Closed | -$356K | – | 178 |
|
|
2022
Q4 | $356K | Buy |
4,199
+1,280
| +44% | +$109K | 0.15% | 96 |
|
|
2022
Q3 | $232K | Hold |
2,919
| – | – | 0.1% | 129 |
|
|
2022
Q2 | $245K | Hold |
2,919
| – | – | 0.11% | 136 |
|
|
2022
Q1 | $295K | Hold |
2,919
| – | – | 0.11% | 114 |
|
|
2021
Q4 | $312K | Hold |
2,919
| – | – | 0.11% | 113 |
|
|
2021
Q3 | $287K | Hold |
2,919
| – | – | 0.11% | 125 |
|
|
2021
Q2 | $288K | Hold |
2,919
| – | – | 0.09% | 143 |
|
|
2021
Q1 | $267K | Hold |
2,919
| – | – | 0.09% | 128 |
|
|
2020
Q4 | $252K | Buy |
+2,919
| New | +$252K | 0.11% | 117 |
|