Schwarz Dygos Wheeler Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
6,420
+17
| +0.3% | +$2.3K | 0.2% | 80 |
|
|
2025
Q1 | $781K | Buy |
6,403
+128
| +2% | +$15.6K | 0.19% | 80 |
|
|
2024
Q4 | $807K | Buy |
6,275
+8
| +0.1% | +$1.03K | 0.2% | 77 |
|
|
2024
Q3 | $787K | Sell |
6,267
-92
| -1% | -$11.6K | 0.2% | 80 |
|
|
2024
Q2 | $755K | Buy |
6,359
+7
| +0.1% | +$831 | 0.2% | 79 |
|
|
2024
Q1 | $732K | Buy |
6,352
+6
| +0.1% | +$692 | 0.2% | 78 |
|
|
2023
Q4 | $668K | Buy |
6,346
+20
| +0.3% | +$2.11K | 0.21% | 78 |
|
|
2023
Q3 | $596K | Buy |
6,326
+2
| +0% | +$188 | 0.2% | 75 |
|
|
2023
Q2 | $619K | Buy |
6,324
+15
| +0.2% | +$1.47K | 0.2% | 73 |
|
|
2023
Q1 | $571K | Buy |
+6,309
| New | +$571K | 0.21% | 70 |
|