SWMG
Sard Wealth Management Group’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 | $8.52M | Buy |
63,083
+14
| +0% | +$1.89K | 5.25% | 7 |
|
|
2025
Q1 | $7.7M | Sell |
63,069
-361
| -0.6% | -$44K | 5.16% | 7 |
|
|
2024
Q4 | $8.16M | Sell |
63,430
-3,879
| -6% | -$499K | 5.48% | 7 |
|
|
2024
Q3 | $8.46M | Sell |
67,309
-755
| -1% | -$94.8K | 5.59% | 7 |
|
|
2024
Q2 | $8.08M | Sell |
68,064
-1,394
| -2% | -$166K | 5.68% | 7 |
|
|
2024
Q1 | $8.01M | Sell |
69,458
-122
| -0.2% | -$14.1K | 7.24% | 4 |
|
|
2023
Q4 | $7.32M | Buy |
+69,580
| New | +$7.32M | 7.39% | 4 |
|