PWMG
Pinnacle Wealth Management 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 | $783K | Buy |
5,798
+110
| +2% | +$14.9K | 0.45% | 44 |
|
|
2025
Q1 | $694K | Buy |
5,688
+1,137
| +25% | +$139K | 0.48% | 38 |
|
|
2024
Q4 | $585K | Buy |
4,551
+114
| +3% | +$14.7K | 0.36% | 53 |
|
|
2024
Q3 | $557K | Buy |
4,437
+1,075
| +32% | +$135K | 0.35% | 59 |
|
|
2024
Q2 | $399K | Buy |
+3,362
| New | +$399K | 0.27% | 65 |
|