SSWG
Seven Springs Wealth 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 | $225K | Hold |
1,665
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $203K | Hold |
1,665
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $214K | Hold |
1,665
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $209K | Buy |
+1,665
| New | +$209K | 0.08% | 71 |
|
|
2022
Q4 | – | Sell |
-3,914
| Closed | -$311K | – | 61 |
|
|
2022
Q3 | $311K | Buy |
+3,914
| New | +$311K | 0.17% | 46 |
|
|
2020
Q1 | – | Sell |
-24,000
| Closed | -$1.75M | – | 174 |
|
|
2019
Q4 | $1.75M | Buy |
+24,000
| New | +$1.75M | 1.18% | 12 |
|