SWM
Solano 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.5M | Sell |
113,551
-10,845
| -9% | -$1.29M | 7.39% | 7 |
|
|
2024
Q1 | $14.3M | Sell |
124,396
-10,337
| -8% | -$1.19M | 8.04% | 6 |
|
|
2023
Q4 | $14.2M | Sell |
134,733
-7,021
| -5% | -$739K | 8.57% | 6 |
|
|
2023
Q3 | $13.4M | Sell |
141,754
-9,036
| -6% | -$851K | 9.26% | 6 |
|
|
2023
Q2 | $14.8M | Sell |
150,790
-4,719
| -3% | -$462K | 10.03% | 5 |
|
|
2023
Q1 | $14.1M | Buy |
+155,509
| New | +$14.1M | 10.28% | 5 |
|