RWM
RKL 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 | $293K | Sell |
2,169
-83
| -4% | -$11.2K | 0.03% | 154 |
|
|
2025
Q1 | $275K | Hold |
2,252
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $290K | Buy |
2,252
+1
| +0% | +$129 | 0.03% | 147 |
|
|
2024
Q3 | $283K | Buy |
2,251
+220
| +11% | +$27.6K | 0.03% | 134 |
|
|
2024
Q2 | $241K | Hold |
2,031
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $234K | Buy |
+2,031
| New | +$234K | 0.02% | 142 |
|