SWP
ShoreHaven Wealth Partners’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 | $3.39M | Sell |
25,115
-233
| -0.9% | -$31.5K | 1.39% | 22 |
|
|
2025
Q1 | $3.09M | Buy |
25,348
+4,456
| +21% | +$544K | 1.48% | 21 |
|
|
2024
Q4 | $2.69M | Buy |
20,892
+24
| +0.1% | +$3.09K | 1.27% | 19 |
|
|
2024
Q3 | $2.62M | Buy |
20,868
+5,195
| +33% | +$653K | 1.26% | 20 |
|
|
2024
Q2 | $1.86M | Sell |
15,673
-3
| -0% | -$356 | 0.98% | 25 |
|
|
2024
Q1 | $1.81M | Sell |
15,676
-1,092
| -7% | -$126K | 0.99% | 24 |
|
|
2023
Q4 | $1.76M | Buy |
16,768
+675
| +4% | +$71K | 1.07% | 23 |
|
|
2023
Q3 | $1.52M | Sell |
16,093
-359
| -2% | -$33.8K | 1.04% | 25 |
|
|
2023
Q2 | $1.61M | Sell |
16,452
-8,496
| -34% | -$831K | 1.08% | 25 |
|
|
2023
Q1 | $2.26M | Sell |
24,948
-160,835
| -87% | -$14.6M | 1.58% | 19 |
|
|
2022
Q4 | $15.8M | Sell |
185,783
-15,056
| -7% | -$1.28M | 11.1% | 1 |
|
|
2022
Q3 | $16M | Sell |
200,839
-73,089
| -27% | -$5.81M | 12.2% | 1 |
|
|
2022
Q2 | $22.9M | Buy |
273,928
+112,312
| +69% | +$9.41M | 16.48% | 1 |
|
|
2022
Q1 | $16.3M | Buy |
+161,616
| New | +$16.3M | 8.61% | 2 |
|