Principle 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 | $669K | Buy |
4,956
+2,626
| +113% | +$355K | 0.04% | 202 |
|
|
2025
Q1 | $284K | Buy |
2,330
+1
| +0% | +$122 | 0.02% | 294 |
|
|
2024
Q4 | $300K | Hold |
2,329
| – | – | 0.02% | 286 |
|
|
2024
Q3 | $293K | Hold |
2,329
| – | – | 0.02% | 287 |
|
|
2024
Q2 | $277K | Hold |
2,329
| – | – | 0.02% | 287 |
|
|
2024
Q1 | $269K | Hold |
2,329
| – | – | 0.02% | 298 |
|
|
2023
Q4 | $245K | Hold |
2,329
| – | – | 0.02% | 301 |
|
|
2023
Q3 | $219K | Hold |
2,329
| – | – | 0.02% | 299 |
|
|
2023
Q2 | $228K | Hold |
2,329
| – | – | 0.02% | 300 |
|
|
2023
Q1 | $211K | Buy |
+2,329
| New | +$211K | 0.02% | 304 |
|