PPWP
Premier Path Wealth Partners’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 | $1,000K | Hold |
7,402
| – | – | 0.14% | 171 |
|
|
2025
Q1 | $903K | Buy |
7,402
+64
| +0.9% | +$7.81K | 0.14% | 173 |
|
|
2024
Q4 | $944K | Buy |
7,338
+1,223
| +20% | +$157K | 0.14% | 160 |
|
|
2024
Q3 | $768K | Buy |
6,115
+1,093
| +22% | +$137K | 0.12% | 178 |
|
|
2024
Q2 | $597K | Buy |
+5,022
| New | +$597K | 0.1% | 198 |
|