RLWM
RF&L 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 | $3.34M | Buy |
24,724
+1,960
| +9% | +$265K | 2.15% | 17 |
|
|
2025
Q1 | $2.78M | Buy |
22,764
+620
| +3% | +$75.6K | 1.99% | 19 |
|
|
2024
Q4 | $2.85M | Buy |
22,144
+995
| +5% | +$128K | 2.01% | 18 |
|
|
2024
Q3 | $2.66M | Sell |
21,149
-195
| -0.9% | -$24.5K | 1.88% | 19 |
|
|
2024
Q2 | $2.54M | Buy |
21,344
+1,283
| +6% | +$152K | 1.93% | 18 |
|
|
2024
Q1 | $2.31M | Buy |
20,061
+1,507
| +8% | +$174K | 1.78% | 18 |
|
|
2023
Q4 | $1.95M | Sell |
18,554
-1,028
| -5% | -$108K | 1.62% | 19 |
|
|
2023
Q3 | $1.84M | Buy |
19,582
+3,097
| +19% | +$292K | 1.71% | 19 |
|
|
2023
Q2 | $1.61M | Buy |
16,485
+1,080
| +7% | +$106K | 1.47% | 19 |
|
|
2023
Q1 | $1.39M | Buy |
15,405
+1,570
| +11% | +$142K | 1.35% | 20 |
|
|
2022
Q4 | $1.17M | Buy |
+13,835
| New | +$1.17M | 1.21% | 21 |
|