RS
Retirement Solution’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 | $224K | Buy |
1,659
+4
| +0.2% | +$540 | 0.06% | 36 |
|
2025
Q1 | $202K | Buy |
1,655
+4
| +0.2% | +$488 | 0.06% | 34 |
|
2024
Q4 | $212K | Buy |
1,651
+6
| +0.4% | +$772 | 0.06% | 40 |
|
2024
Q3 | $207K | Buy |
+1,645
| New | +$207K | 0.05% | 52 |
|
2024
Q1 | – | Sell |
-2,525
| Closed | -$266K | – | 40 |
|
2023
Q4 | $266K | Buy |
2,525
+84
| +3% | +$8.84K | 0.08% | 35 |
|
2023
Q3 | $230K | Buy |
+2,441
| New | +$230K | 0.08% | 36 |
|