MWA
MN Wealth Advisors’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 | $1.39M | Sell |
10,286
-980
| -9% | -$132K | 0.81% | 26 |
|
|
2025
Q1 | $1.37M | Buy |
11,266
+3,081
| +38% | +$376K | 0.81% | 30 |
|
|
2024
Q4 | $1.05M | Sell |
8,185
-353
| -4% | -$45.4K | 0.59% | 39 |
|
|
2024
Q3 | $1.07M | Sell |
8,538
-451
| -5% | -$56.7K | 0.61% | 36 |
|
|
2024
Q2 | $1.07M | Buy |
8,989
+234
| +3% | +$27.8K | 0.62% | 36 |
|
|
2024
Q1 | $1.01M | Sell |
8,755
-3,170
| -27% | -$366K | 0.62% | 38 |
|
|
2023
Q4 | $1.25M | Buy |
+11,925
| New | +$1.25M | 0.86% | 24 |
|