SWM
SFG Wealth Management’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 | $3.65M | Buy |
27,021
+13,498
| +100% | +$1.82M | 2.2% | 7 |
|
|
2025
Q1 | $1.65M | Sell |
13,523
-335
| -2% | -$40.9K | 0.81% | 26 |
|
|
2024
Q4 | $1.78M | Sell |
13,858
-164
| -1% | -$21.1K | 0.94% | 19 |
|
|
2024
Q3 | $1.76M | Sell |
14,022
-622
| -4% | -$78.1K | 0.93% | 19 |
|
|
2024
Q2 | $1.74M | Sell |
14,644
-132
| -0.9% | -$15.7K | 0.99% | 18 |
|
|
2024
Q1 | $1.7M | Sell |
14,776
-425
| -3% | -$49K | 1.01% | 18 |
|
|
2023
Q4 | $1.6M | Sell |
15,201
-633
| -4% | -$66.6K | 1.06% | 18 |
|
|
2023
Q3 | $1.49M | Sell |
15,834
-145
| -0.9% | -$13.7K | 1.18% | 14 |
|
|
2023
Q2 | $1.56M | Sell |
15,979
-868
| -5% | -$84.9K | 1.31% | 13 |
|
|
2023
Q1 | $1.53M | Sell |
16,847
-275
| -2% | -$24.9K | 1.69% | 10 |
|
|
2022
Q4 | $1.45M | Sell |
17,122
-8,581
| -33% | -$728K | 1.79% | 9 |
|
|
2022
Q3 | $2.04M | Sell |
25,703
-4,131
| -14% | -$329K | 2.76% | 9 |
|
|
2022
Q2 | $2.5M | Sell |
29,834
-1,800
| -6% | -$151K | 2.91% | 8 |
|
|
2022
Q1 | $3.19M | Sell |
31,634
-8,019
| -20% | -$809K | 2.99% | 8 |
|
|
2021
Q4 | $4.24M | Buy |
+39,653
| New | +$4.24M | 3.77% | 6 |
|