TWA
Talisman 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 | $2.05M | Buy |
15,198
+484
| +3% | +$65.4K | 1.87% | 13 |
|
|
2025
Q1 | $1.8M | Sell |
14,714
-2,461
| -14% | -$300K | 1.84% | 14 |
|
|
2024
Q4 | $2.21M | Sell |
17,175
-2,708
| -14% | -$348K | 2.34% | 10 |
|
|
2024
Q3 | $2.49M | Sell |
19,883
-927
| -4% | -$116K | 2.62% | 9 |
|
|
2024
Q2 | $2.47M | Buy |
20,810
+43
| +0.2% | +$5.11K | 2.86% | 8 |
|
|
2024
Q1 | $2.39M | Sell |
20,767
-1,011
| -5% | -$117K | 3.01% | 7 |
|
|
2023
Q4 | $2.29M | Sell |
21,778
-668
| -3% | -$70.3K | 3.4% | 7 |
|
|
2023
Q3 | $2.11M | Sell |
22,446
-445
| -2% | -$41.9K | 3.66% | 4 |
|
|
2023
Q2 | $2.24M | Sell |
22,891
-1,356
| -6% | -$133K | 3.82% | 3 |
|
|
2023
Q1 | $2.2M | Buy |
24,247
+10
| +0% | +$906 | 3.97% | 3 |
|
|
2022
Q4 | $2.06M | Buy |
+24,237
| New | +$2.06M | 4.37% | 2 |
|