RWM
Ritholtz 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 | $4.9M | Buy |
36,282
+16,540
| +84% | +$2.23M | 0.11% | 114 |
|
|
2025
Q1 | $2.41M | Sell |
19,742
-840
| -4% | -$102K | 0.07% | 209 |
|
|
2024
Q4 | $2.65M | Sell |
20,582
-676
| -3% | -$86.9K | 0.08% | 175 |
|
|
2024
Q3 | $2.67M | Buy |
21,258
+1,601
| +8% | +$201K | 0.08% | 173 |
|
|
2024
Q2 | $2.33M | Sell |
19,657
-957
| -5% | -$114K | 0.08% | 173 |
|
|
2024
Q1 | $2.38M | Buy |
20,614
+586
| +3% | +$67.6K | 0.08% | 165 |
|
|
2023
Q4 | $2.11M | Buy |
20,028
+950
| +5% | +$100K | 0.08% | 160 |
|
|
2023
Q3 | $1.8M | Buy |
19,078
+455
| +2% | +$42.9K | 0.08% | 162 |
|
|
2023
Q2 | $1.82M | Buy |
18,623
+8,444
| +83% | +$826K | 0.08% | 155 |
|
|
2023
Q1 | $922K | Buy |
10,179
+2,519
| +33% | +$228K | 0.05% | 282 |
|
|
2022
Q4 | $650K | Buy |
7,660
+2,150
| +39% | +$182K | 0.04% | 314 |
|
|
2022
Q3 | $438K | Buy |
5,510
+2,140
| +64% | +$170K | 0.02% | 432 |
|
|
2022
Q2 | $282K | Hold |
3,370
| – | – | 0.02% | 427 |
|
|
2022
Q1 | $340K | Buy |
+3,370
| New | +$340K | 0.02% | 392 |
|
|
2021
Q2 | – | Sell |
-3,940
| Closed | -$361K | – | 509 |
|
|
2021
Q1 | $361K | Buy |
3,940
+640
| +19% | +$58.6K | 0.03% | 270 |
|
|
2020
Q4 | $285K | Buy |
+3,300
| New | +$285K | 0.03% | 267 |
|
|
2020
Q1 | – | Sell |
-3,417
| Closed | -$248K | – | 188 |
|
|
2019
Q4 | $248K | Buy |
3,417
+2
| +0.1% | +$145 | 0.04% | 123 |
|
|
2019
Q3 | $229K | Buy |
3,415
+49
| +1% | +$3.29K | 0.04% | 118 |
|
|
2019
Q2 | $224K | Sell |
3,366
-99
| -3% | -$6.59K | 0.04% | 115 |
|
|
2019
Q1 | $223K | Buy |
+3,465
| New | +$223K | 0.04% | 117 |
|
|
2018
Q4 | – | Sell |
-3,427
| Closed | -$228K | – | 126 |
|
|
2018
Q3 | $228K | Sell |
3,427
-168
| -5% | -$11.2K | 0.06% | 105 |
|
|
2018
Q2 | $225K | Sell |
3,595
-794
| -18% | -$49.7K | 0.06% | 107 |
|
|
2018
Q1 | $265K | Buy |
+4,389
| New | +$265K | 0.08% | 90 |
|