SWA
Strategies Wealth Advisors’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 | $742K | Buy |
5,493
+1,171
| +27% | +$158K | 0.08% | 72 |
|
|
2025
Q1 | $527K | Sell |
4,322
-90
| -2% | -$11K | 0.06% | 90 |
|
|
2024
Q4 | $587K | Sell |
4,412
-487
| -10% | -$64.8K | 0.07% | 72 |
|
|
2024
Q3 | $615K | Sell |
4,899
-730
| -13% | -$91.7K | 0.08% | 57 |
|
|
2024
Q2 | $669K | Sell |
5,629
-331
| -6% | -$39.3K | 0.1% | 50 |
|
|
2024
Q1 | $687K | Sell |
5,960
-138
| -2% | -$15.9K | 0.11% | 51 |
|
|
2023
Q4 | $642K | Sell |
6,098
-387
| -6% | -$40.7K | 0.11% | 51 |
|
|
2023
Q3 | $611K | Sell |
6,485
-905
| -12% | -$85.2K | 0.12% | 49 |
|
|
2023
Q2 | $723K | Sell |
7,390
-109
| -1% | -$10.7K | 0.15% | 47 |
|
|
2023
Q1 | $679K | Buy |
7,499
+678
| +10% | +$61.4K | 0.15% | 46 |
|
|
2022
Q4 | $578K | Buy |
+6,821
| New | +$578K | 0.14% | 48 |
|
|
2022
Q2 | $588K | Sell |
7,014
-109
| -2% | -$9.13K | 0.17% | 52 |
|
|
2022
Q1 | $719K | Sell |
7,123
-176
| -2% | -$17.8K | 0.19% | 46 |
|
|
2021
Q4 | $781K | Buy |
+7,299
| New | +$781K | 0.22% | 44 |
|