RWA
Roberts Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,627
| Closed | -$329K | – | 101 |
|
|
2024
Q3 | $329K | Hold |
2,627
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $318K | Sell |
2,627
-50
| -2% | -$6.05K | 0.11% | 84 |
|
|
2024
Q1 | $296K | Buy |
+2,677
| New | +$296K | 0.11% | 84 |
|
|
2023
Q4 | – | Sell |
-3,377
| Closed | -$323K | – | 69 |
|
|
2023
Q3 | $323K | Hold |
3,377
| – | – | 0.14% | 76 |
|
|
2023
Q2 | $330K | Hold |
3,377
| – | – | 0.15% | 73 |
|
|
2023
Q1 | $304K | Hold |
3,377
| – | – | 0.14% | 76 |
|
|
2022
Q4 | $285K | Buy |
+3,377
| New | +$285K | 0.14% | 76 |
|