SWM
Spire 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 | $785K | Sell |
5,811
-18,033
| -76% | -$2.43M | 0.03% | 407 |
|
|
2025
Q1 | $2.91M | Buy |
23,844
+6,520
| +38% | +$795K | 0.09% | 204 |
|
|
2024
Q4 | $2.23M | Buy |
17,324
+2,269
| +15% | +$292K | 0.07% | 233 |
|
|
2024
Q3 | $1.89M | Buy |
15,055
+656
| +5% | +$82.4K | 0.06% | 245 |
|
|
2024
Q2 | $1.71M | Sell |
14,399
-1,792
| -11% | -$213K | 0.06% | 251 |
|
|
2024
Q1 | $1.87M | Sell |
16,191
-3,672
| -18% | -$423K | 0.03% | 260 |
|
|
2023
Q4 | $2.11M | Buy |
19,863
+3,887
| +24% | +$413K | 0.07% | 231 |
|
|
2023
Q3 | $1.5M | Sell |
15,976
-14,182
| -47% | -$1.34M | 0.06% | 257 |
|
|
2023
Q2 | $2.95M | Sell |
30,158
-270
| -0.9% | -$26.4K | 0.11% | 183 |
|
|
2023
Q1 | $2.76M | Sell |
30,428
-7,248
| -19% | -$656K | 0.11% | 185 |
|
|
2022
Q4 | $3.2M | Sell |
37,676
-14,410
| -28% | -$1.22M | 0.18% | 121 |
|
|
2022
Q3 | $4.14M | Sell |
52,086
-74,519
| -59% | -$5.93M | 0.25% | 93 |
|
|
2022
Q2 | $10.6M | Sell |
126,605
-43,483
| -26% | -$3.64M | 0.44% | 55 |
|
|
2022
Q1 | $17.2M | Buy |
170,088
+19,900
| +13% | +$2.01M | 0.46% | 47 |
|
|
2021
Q4 | $16.1M | Buy |
150,188
+7,582
| +5% | +$811K | 0.36% | 72 |
|
|
2021
Q3 | $14.2M | Buy |
142,606
+19,140
| +16% | +$1.91M | 0.38% | 71 |
|
|
2021
Q2 | $12.2M | Buy |
123,466
+5,813
| +5% | +$574K | 0.33% | 81 |
|
|
2021
Q1 | $10.9M | Buy |
+117,653
| New | +$10.9M | 0.29% | 95 |
|