OBWG
Onyx Bridge Wealth 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 | $358K | Buy |
2,651
+299
| +13% | +$40.4K | 0.05% | 208 |
|
|
2025
Q1 | $287K | Buy |
2,352
+1
| +0% | +$122 | 0.04% | 217 |
|
|
2024
Q4 | $302K | Sell |
2,351
-281
| -11% | -$36.1K | 0.04% | 211 |
|
|
2024
Q3 | $331K | Buy |
2,632
+70
| +3% | +$8.79K | 0.05% | 204 |
|
|
2024
Q2 | $304K | Buy |
2,562
+1
| +0% | +$119 | 0.05% | 202 |
|
|
2024
Q1 | $286K | Sell |
2,561
-103
| -4% | -$11.5K | 0.05% | 196 |
|
|
2023
Q4 | $280K | Buy |
2,664
+4
| +0.2% | +$421 | 0.06% | 198 |
|
|
2023
Q3 | $251K | Sell |
2,660
-313
| -11% | -$29.5K | 0.06% | 193 |
|
|
2023
Q2 | $291K | Buy |
2,973
+500
| +20% | +$48.9K | 0.07% | 176 |
|
|
2023
Q1 | $224K | Sell |
2,473
-15
| -0.6% | -$1.36K | 0.09% | 156 |
|
|
2022
Q4 | $214K | Sell |
2,488
-125
| -5% | -$10.8K | 0.09% | 161 |
|
|
2022
Q3 | $208K | Sell |
2,613
-420
| -14% | -$33.4K | 0.09% | 143 |
|
|
2022
Q2 | $266K | Hold |
3,033
| – | – | 0.12% | 114 |
|
|
2022
Q1 | $282K | Buy |
3,033
+115
| +4% | +$10.7K | 0.11% | 110 |
|
|
2021
Q4 | $314K | Buy |
2,918
+131
| +5% | +$14.1K | 0.11% | 114 |
|
|
2021
Q3 | $286K | Buy |
+2,787
| New | +$286K | 0.11% | 101 |
|