TWG
The Wealth Group’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 | $2.38M | Buy |
17,617
+1,112
| +7% | +$150K | 0.61% | 22 |
|
|
2025
Q1 | $2.01M | Buy |
16,505
+46
| +0.3% | +$5.61K | 0.59% | 20 |
|
|
2024
Q4 | $2.12M | Sell |
16,459
-1,198
| -7% | -$154K | 0.61% | 19 |
|
|
2024
Q3 | $2.22M | Sell |
17,657
-378
| -2% | -$47.5K | 0.65% | 19 |
|
|
2024
Q2 | $2.14M | Sell |
18,035
-23,161
| -56% | -$2.75M | 0.65% | 19 |
|
|
2024
Q1 | $1.98M | Buy |
41,196
+23,519
| +133% | +$1.13M | 0.61% | 20 |
|
|
2023
Q4 | $1.92M | Buy |
+17,677
| New | +$1.92M | 0.63% | 21 |
|