SWM
Sterling 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 | $285K | Buy |
+2,113
| New | +$285K | 0.1% | 83 |
|
|
2024
Q4 | $272K | Sell |
2,113
-677
| -24% | -$87.1K | 0.1% | 91 |
|
|
2024
Q3 | $350K | Buy |
2,790
+1
| +0% | +$126 | 0.13% | 83 |
|
|
2024
Q2 | $331K | Hold |
2,789
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $322K | Buy |
2,789
+45
| +2% | +$5.19K | 0.16% | 76 |
|
|
2023
Q4 | $289K | Buy |
+2,744
| New | +$289K | 0.16% | 72 |
|