MWM
Modern 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 | $18.6M | Buy |
137,826
+20,034
| +17% | +$2.71M | 0.46% | 54 |
|
|
2025
Q1 | $14.4M | Buy |
117,792
+87,342
| +287% | +$10.7M | 0.46% | 54 |
|
|
2024
Q4 | $3.92M | Buy |
30,450
+1,043
| +4% | +$134K | 0.15% | 127 |
|
|
2024
Q3 | $3.69M | Buy |
29,407
+2,995
| +11% | +$376K | 0.23% | 75 |
|
|
2024
Q2 | $3.14M | Buy |
+26,412
| New | +$3.14M | 0.23% | 61 |
|