O3W
Omni 360 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 | $13.5M | Sell |
99,915
-909
| -0.9% | -$123K | 6.66% | 1 |
|
|
2025
Q1 | $12.3M | Buy |
100,824
+3,912
| +4% | +$477K | 7.2% | 1 |
|
|
2024
Q4 | $12.5M | Buy |
96,912
+15,245
| +19% | +$1.96M | 7.81% | 1 |
|
|
2024
Q3 | $10.3M | Sell |
81,667
-1,489
| -2% | -$187K | 6.71% | 2 |
|
|
2024
Q2 | $9.88M | Buy |
83,156
+7,111
| +9% | +$845K | 7.34% | 2 |
|
|
2024
Q1 | $8.77M | Buy |
76,045
+6,523
| +9% | +$752K | 7.13% | 2 |
|
|
2023
Q4 | $7.32M | Buy |
+69,522
| New | +$7.32M | 6.81% | 2 |
|