SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.6M | Hold |
16,317
| – | – | 0.9% | 21 |
|
|
2023
Q1 | $1.48M | Sell |
16,317
-7,664
| -32% | -$694K | 0.89% | 22 |
|
|
2022
Q4 | $2.03M | Sell |
23,981
-1,184
| -5% | -$100K | 1.51% | 17 |
|
|
2022
Q3 | $2M | Sell |
25,165
-972
| -4% | -$77.3K | 1.59% | 17 |
|
|
2022
Q2 | $2.19M | Sell |
26,137
-352
| -1% | -$29.5K | 1.6% | 17 |
|
|
2022
Q1 | $2.67M | Buy |
26,489
+49
| +0.2% | +$4.95K | 1.71% | 18 |
|
|
2021
Q4 | $2.83M | Sell |
26,440
-779
| -3% | -$83.4K | 1.75% | 14 |
|
|
2021
Q3 | $2.68M | Buy |
27,219
+451
| +2% | +$44.4K | 1.84% | 12 |
|
|
2021
Q2 | $2.64M | Buy |
26,768
+441
| +2% | +$43.6K | 2.05% | 10 |
|
|
2021
Q1 | $2.41M | Sell |
26,327
-175
| -0.7% | -$16K | 2.18% | 11 |
|
|
2020
Q4 | $2.29M | Sell |
26,502
-68
| -0.3% | -$5.86K | 2.07% | 14 |
|
|
2020
Q3 | $2.01M | Hold |
26,570
| – | – | 2.07% | 15 |
|
|
2020
Q2 | $1.85M | Sell |
26,570
-165
| -0.6% | -$11.5K | 2.21% | 13 |
|
|
2020
Q1 | $1.53M | Buy |
26,735
+26,689
| +58,020% | +$1.53M | 2.02% | 14 |
|
|
2019
Q4 | $3.15K | Buy |
+46
| New | +$3.15K | 2.41% | 11 |
|