SWMP
Signature Wealth Management 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 | $1.29M | Buy |
9,584
+28
| +0.3% | +$3.78K | 0.74% | 25 |
|
|
2025
Q1 | $1.17M | Buy |
9,556
+65
| +0.7% | +$7.93K | 0.76% | 25 |
|
|
2024
Q4 | $1.22M | Buy |
9,491
+207
| +2% | +$26.6K | 0.84% | 23 |
|
|
2024
Q3 | $1.17M | Sell |
9,284
-197
| -2% | -$24.7K | 0.84% | 25 |
|
|
2024
Q2 | $1.13M | Buy |
9,481
+166
| +2% | +$19.7K | 0.86% | 25 |
|
|
2024
Q1 | $1.07M | Hold |
9,315
| – | – | 0.87% | 26 |
|
|
2023
Q4 | $980K | Sell |
9,315
-221
| -2% | -$23.3K | 0.86% | 25 |
|
|
2023
Q3 | $898K | Buy |
9,536
+1,350
| +16% | +$127K | 0.88% | 28 |
|
|
2023
Q2 | $801K | Sell |
8,186
-107
| -1% | -$10.5K | 0.74% | 34 |
|
|
2023
Q1 | $751K | Buy |
8,293
+198
| +2% | +$17.9K | 0.7% | 37 |
|
|
2022
Q4 | $686K | Buy |
8,095
+133
| +2% | +$11.3K | 0.68% | 39 |
|
|
2022
Q3 | $633K | Sell |
7,962
-232
| -3% | -$18.4K | 0.7% | 40 |
|
|
2022
Q2 | $687K | Buy |
8,194
+212
| +3% | +$17.8K | 0.7% | 39 |
|
|
2022
Q1 | $806K | Buy |
7,982
+334
| +4% | +$33.7K | 0.69% | 39 |
|
|
2021
Q4 | $818K | Buy |
7,648
+64
| +0.8% | +$6.85K | 0.69% | 38 |
|
|
2021
Q3 | $746K | Buy |
7,584
+389
| +5% | +$38.3K | 0.68% | 36 |
|
|
2021
Q2 | $711K | Buy |
7,195
+217
| +3% | +$21.4K | 0.65% | 41 |
|
|
2021
Q1 | $639K | Buy |
6,978
+1,579
| +29% | +$145K | 0.61% | 44 |
|
|
2020
Q4 | $466K | Buy |
+5,399
| New | +$466K | 0.47% | 53 |
|