OWM
Orgel 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 | $954K | Hold |
7,065
| – | – | 0.02% | 51 |
|
|
2025
Q1 | $862K | Hold |
7,065
| – | – | 0.02% | 50 |
|
|
2024
Q4 | $909K | Sell |
7,065
-2,448
| -26% | -$315K | 0.02% | 49 |
|
|
2024
Q3 | $1.2M | Hold |
9,513
| – | – | 0.03% | 44 |
|
|
2024
Q2 | $1.13M | Hold |
9,513
| – | – | 0.03% | 44 |
|
|
2024
Q1 | $1.1M | Hold |
9,513
| – | – | 0.03% | 43 |
|
|
2023
Q4 | $1M | Hold |
9,513
| – | – | 0.03% | 44 |
|
|
2023
Q3 | $896K | Hold |
9,513
| – | – | 0.03% | 46 |
|
|
2023
Q2 | $931K | Sell |
9,513
-32
| -0.3% | -$3.13K | 0.03% | 45 |
|
|
2023
Q1 | $864K | Buy |
9,545
+32
| +0.3% | +$2.9K | 0.03% | 43 |
|
|
2022
Q4 | $807K | Buy |
+9,513
| New | +$807K | 0.03% | 44 |
|