RWIA
Roger Wittlin Investment Advisory’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 | $15.2M | Sell |
112,275
-19,012
| -14% | -$2.57M | 8.45% | 3 |
|
|
2025
Q1 | $16M | Sell |
131,287
-764
| -0.6% | -$93.2K | 9.37% | 3 |
|
|
2024
Q4 | $17M | Buy |
132,051
+40,488
| +44% | +$5.21M | 9.51% | 3 |
|
|
2024
Q3 | $11.5M | Buy |
91,563
+571
| +0.6% | +$71.7K | 6.62% | 4 |
|
|
2024
Q2 | $10.8M | Buy |
90,992
+6,647
| +8% | +$790K | 6.94% | 4 |
|
|
2024
Q1 | $9.73M | Buy |
84,345
+12,047
| +17% | +$1.39M | 6.82% | 4 |
|
|
2023
Q4 | $7.61M | Buy |
72,298
+662
| +0.9% | +$69.7K | 5.62% | 5 |
|
|
2023
Q3 | $6.75M | Buy |
71,636
+255
| +0.4% | +$24K | 5.73% | 5 |
|
|
2023
Q2 | $6.98M | Buy |
71,381
+817
| +1% | +$79.9K | 5.66% | 5 |
|
|
2023
Q1 | $6.39M | Sell |
70,564
-6,867
| -9% | -$622K | 5.71% | 6 |
|
|
2022
Q4 | $6.57M | Buy |
+77,431
| New | +$6.57M | 6.55% | 5 |
|