SM
Sweeney & Michel’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 | $25.1M | Buy |
184,265
+5,247
| +3% | +$716K | 8.93% | 1 |
|
|
2025
Q1 | $19.4M | Buy |
+179,018
| New | +$19.4M | 8.47% | 2 |
|
|
2024
Q3 | $21.4M | Sell |
167,242
-3,067
| -2% | -$393K | 8.45% | 2 |
|
|
2024
Q2 | $20.6M | Buy |
170,309
+535
| +0.3% | +$64.7K | 8.78% | 1 |
|
|
2024
Q1 | $19.5M | Buy |
+169,774
| New | +$19.5M | 8.65% | 2 |
|
|
2023
Q3 | $15.5M | Sell |
161,490
-1,446
| -0.9% | -$138K | 8.1% | 2 |
|
|
2023
Q2 | $16.2M | Buy |
162,936
+1,216
| +0.8% | +$121K | 8.33% | 2 |
|
|
2023
Q1 | $15.3M | Buy |
+161,720
| New | +$15.3M | 8.15% | 2 |
|