RWP
Ridgecrest 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 | $6.81M | Sell |
50,404
-540
| -1% | -$72.9K | 3.59% | 8 |
|
|
2025
Q1 | $6.22M | Sell |
50,944
-2,233
| -4% | -$272K | 3.26% | 9 |
|
|
2024
Q4 | $6.84M | Sell |
53,177
-1,135
| -2% | -$146K | 3.71% | 7 |
|
|
2024
Q3 | $6.82M | Sell |
54,312
-939
| -2% | -$118K | 3.56% | 7 |
|
|
2024
Q2 | $6.56M | Sell |
55,251
-16
| -0% | -$1.9K | 3.95% | 6 |
|
|
2024
Q1 | $6.37M | Sell |
55,267
-1,944
| -3% | -$224K | 3.79% | 6 |
|
|
2023
Q4 | $6.02M | Sell |
57,211
-129
| -0.2% | -$13.6K | 3.98% | 4 |
|
|
2023
Q3 | $5.4M | Sell |
57,340
-231
| -0.4% | -$21.8K | 3.79% | 7 |
|
|
2023
Q2 | $5.63M | Sell |
57,571
-985
| -2% | -$96.4K | 3.72% | 7 |
|
|
2023
Q1 | $5.3M | Buy |
58,556
+12
| +0% | +$1.09K | 3.78% | 6 |
|
|
2022
Q4 | $4.96M | Sell |
58,544
-377
| -0.6% | -$32K | 3.77% | 6 |
|
|
2022
Q3 | $4.69M | Sell |
58,921
-1,828
| -3% | -$145K | 3.82% | 6 |
|
|
2022
Q2 | $5.09M | Buy |
60,749
+2,782
| +5% | +$233K | 3.7% | 6 |
|
|
2022
Q1 | $5.85M | Buy |
57,967
+7,798
| +16% | +$787K | 3.71% | 5 |
|
|
2021
Q4 | $5.37M | Buy |
50,169
+4,614
| +10% | +$494K | 2.61% | 8 |
|
|
2021
Q3 | $4.48M | Buy |
45,555
+1,458
| +3% | +$143K | 2.44% | 10 |
|
|
2021
Q2 | $4.36M | Buy |
44,097
+14,799
| +51% | +$1.46M | 2.72% | 10 |
|
|
2021
Q1 | $2.68M | Buy |
+29,298
| New | +$2.68M | 2.56% | 9 |
|